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 | $120,540 | $157,256-23.3% | $141,162-14.6% | $152,861-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.84% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,576 | $5,261-51.0% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $2,576 | $7,109-63.8% | $6,709-61.6% | $5,850-56.0% |
| Admin fee / account holder | $11,093 | $12,120-8.5% | $10,261+8.1% | $11,596-4.3% |