See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,223 | $197,591-38.6% | $177,821-31.8% | $158,922-23.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.78% | 58.76%-49.0pp | 48.32%-38.5pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,229 | $6,697-51.8% | $5,918-45.4% | $4,761-32.2% |
| Participant deferral / active EE | $4,720 | $8,405-43.8% | $7,714-38.8% | $5,982-21.1% |
| Admin fee / account holder | $12,757 | $15,399-17.2% | $12,427+2.7% | $11,246+13.4% |