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 | $120,105 | $201,272-40.3% | $184,203-34.8% | $145,922-17.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.44% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,740 | $7,022-61.0% | $6,427-57.4% | $4,660-41.2% |
| Participant deferral / active EE | $4,755 | $9,806-51.5% | $9,131-47.9% | $6,688-28.9% |
| Admin fee / account holder | $88,146 | $16,364+438.7% | $13,901+534.1% | $13,397+558.0% |