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 | $85,268 | $135,952-37.3% | $123,892-31.2% | $273,961-68.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.20% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,866 | $5,170-63.9% | $4,617-59.6% | $4,869-61.7% |
| Participant deferral / active EE | $4,782 | $6,343-24.6% | $5,984-20.1% | $5,287-9.6% |
| Admin fee / account holder | $489 | $9,817-95.0% | $8,357-94.2% | $10,132-95.2% |