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 | $127,462 | $157,256-18.9% | $141,162-9.7% | $152,861-16.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.63% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,370 | $5,261-74.0% | $4,735-71.1% | $4,762-71.2% |
| Participant deferral / active EE | $6,627 | $7,109-6.8% | $6,709-1.2% | $5,850+13.3% |
| Admin fee / account holder | $3,446 | $12,120-71.6% | $10,261-66.4% | $11,596-70.3% |