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 | $110,248 | $201,272-45.2% | $184,203-40.1% | $145,922-24.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,265 | $7,022-67.7% | $6,427-64.8% | $4,660-51.4% |
| Participant deferral / active EE | $4,444 | $9,806-54.7% | $9,131-51.3% | $6,688-33.5% |
| Admin fee / account holder | $724 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |