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 | $138,011 | $104,974+31.5% | $95,585+44.4% | $142,382-3.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 42.41% | 210.33%-167.9pp | 38.56%+3.9pp | 217.08%-174.7pp |
| Employer contribution / active EE | $1,195 | $2,779-57.0% | $2,527-52.7% | $4,299-72.2% |
| Participant deferral / active EE | $1,022 | $4,352-76.5% | $4,023-74.6% | $6,507-84.3% |
| Admin fee / account holder | $4,381 | $6,386-31.4% | $6,127-28.5% | $12,624-65.3% |