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 | $117,236 | $238,490-50.8% | $180,183-34.9% | $142,382-17.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.72% | 33.56%-21.8pp | 27.86%-16.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,265 | $6,143-63.1% | $5,039-55.0% | $4,299-47.3% |
| Participant deferral / active EE | $6,913 | $7,996-13.5% | $6,822+1.3% | $6,507+6.2% |
| Admin fee / account holder | $1,557 | $28,866-94.6% | $19,975-92.2% | $12,624-87.7% |