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 | $128,672 | $228,332-43.6% | $185,823-30.8% | $158,922-19.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.14% | 40.80%-35.7pp | 35.95%-30.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,146 | $4,967-36.6% | $4,087-23.0% | $4,761-33.9% |
| Participant deferral / active EE | $3,896 | $6,415-39.3% | $5,632-30.8% | $5,982-34.9% |
| Admin fee / account holder | $11,410 | $11,864-3.8% | $9,500+20.1% | $11,246+1.5% |