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 | $137,378 | $197,591-30.5% | $177,821-22.7% | $158,922-13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.23% | 58.76%-28.5pp | 48.32%-18.1pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,715 | $6,697-74.4% | $5,918-71.0% | $4,761-64.0% |
| Participant deferral / active EE | $3,713 | $8,405-55.8% | $7,714-51.9% | $5,982-37.9% |
| Admin fee / account holder | $4,318 | $15,399-72.0% | $12,427-65.3% | $11,246-61.6% |