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 | $80,163 | $135,952-41.0% | $123,892-35.3% | $273,961-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.89% | 56.63%-42.7pp | 47.52%-33.6pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,694 | $5,170-67.2% | $4,617-63.3% | $4,869-65.2% |
| Participant deferral / active EE | $8,915 | $6,343+40.6% | $5,984+49.0% | $5,287+68.6% |
| Admin fee / account holder | $906 | $9,817-90.8% | $8,357-89.2% | $10,132-91.1% |