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 | $127,378 | $176,812-28.0% | $146,665-13.2% | $167,490-23.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.90% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,316 | $5,160-35.7% | $4,136-19.8% | $4,837-31.5% |
| Participant deferral / active EE | $6,216 | $6,440-3.5% | $5,506+12.9% | $6,341-2.0% |
| Admin fee / account holder | $1,900 | $13,259-85.7% | $10,280-81.5% | $12,309-84.6% |