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 | $121,617 | $198,466-38.7% | $170,442-28.6% | $147,584-17.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.47% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,001 | $6,184-51.5% | $5,433-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $5,663 | $5,629+0.6% | $4,939+14.7% | $5,439+4.1% |
| Admin fee / account holder | $1,850 | $16,852-89.0% | $13,880-86.7% | $10,885-83.0% |