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 | $122,285 | $135,952-10.1% | $123,892-1.3% | $273,961-55.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,626 | $5,170-68.5% | $4,617-64.8% | $4,869-66.6% |
| Participant deferral / active EE | $5,986 | $6,343-5.6% | $5,9840% | $5,287+13.2% |
| Admin fee / account holder | $1,227 | $9,817-87.5% | $8,357-85.3% | $10,132-87.9% |