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 | $121,384 | $135,952-10.7% | $123,892-2.0% | $273,961-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.03% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $3,250 | $5,170-37.1% | $4,617-29.6% | $4,869-33.2% |
| Participant deferral / active EE | $3,746 | $6,343-40.9% | $5,984-37.4% | $5,287-29.2% |
| Admin fee / account holder | $11,721 | $9,817+19.4% | $8,357+40.3% | $10,132+15.7% |