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 | $128,508 | $201,272-36.2% | $184,203-30.2% | $145,922-11.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.99% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,293 | $7,022-67.3% | $6,427-64.3% | $4,660-50.8% |
| Participant deferral / active EE | $6,401 | $9,806-34.7% | $9,131-29.9% | $6,688-4.3% |
| Admin fee / account holder | $23,579 | $16,364+44.1% | $13,901+69.6% | $13,397+76.0% |