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 | $123,095 | $165,984-25.8% | $164,813-25.3% | $145,922-15.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.30% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,297 | $5,273-56.4% | $4,341-47.1% | $4,660-50.7% |
| Participant deferral / active EE | $4,664 | $6,959-33.0% | $6,031-22.7% | $6,688-30.3% |
| Admin fee / account holder | $4,408 | $16,648-73.5% | $12,690-65.3% | $13,397-67.1% |