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 | $144,052 | $198,466-27.4% | $170,442-15.5% | $147,584-2.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.37% | 257.29%-241.9pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,376 | $6,184-29.2% | $5,433-19.5% | $4,876-10.3% |
| Participant deferral / active EE | $3,825 | $5,629-32.0% | $4,939-22.6% | $5,439-29.7% |
| Admin fee / account holder | $5,632 | $16,852-66.6% | $13,880-59.4% | $10,885-48.3% |