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 | $128,931 | $198,466-35.0% | $170,442-24.4% | $147,584-12.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.85% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,913 | $6,184-52.9% | $5,433-46.4% | $4,876-40.3% |
| Participant deferral / active EE | $6,613 | $5,629+17.5% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $1,276 | $16,852-92.4% | $13,880-90.8% | $10,885-88.3% |