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 | $120,517 | $135,952-11.4% | $123,892-2.7% | $273,961-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.09% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,673 | $5,170-48.3% | $4,617-42.1% | $4,869-45.1% |
| Participant deferral / active EE | $6,930 | $6,343+9.3% | $5,984+15.8% | $5,287+31.1% |
| Admin fee / account holder | $41,986 | $9,817+327.7% | $8,357+402.4% | $10,132+314.4% |