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 | $118,577 | $209,411-43.4% | $178,490-33.6% | $158,922-25.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.55% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,026 | $5,706-64.5% | $5,011-59.6% | $4,761-57.5% |
| Participant deferral / active EE | $4,142 | $5,954-30.4% | $5,202-20.4% | $5,982-30.8% |
| Admin fee / account holder | $799 | $17,074-95.3% | $13,984-94.3% | $11,246-92.9% |