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 | $102,294 | $135,952-24.8% | $123,892-17.4% | $273,961-62.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $860 | $5,170-83.4% | $4,617-81.4% | $4,869-82.3% |
| Participant deferral / active EE | $9,233 | $6,343+45.6% | $5,984+54.3% | $5,287+74.6% |
| Admin fee / account holder | $1,662 | $9,817-83.1% | $8,357-80.1% | $10,132-83.6% |