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 | $68,923 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.53% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,109 | $4,961-37.3% | $4,693-33.8% | $4,299-27.7% |
| Participant deferral / active EE | $8,939 | $8,310+7.6% | $7,997+11.8% | $6,507+37.4% |
| Admin fee / account holder | $101,326 | $14,846+582.5% | $13,435+654.2% | $12,624+702.7% |