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 7-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 | $132,920 | $104,974+26.6% | $95,585+39.1% | $142,382-6.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.22% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,960 | $2,779-29.5% | $2,527-22.4% | $4,299-54.4% |
| Participant deferral / active EE | $1,660 | $4,352-61.9% | $4,023-58.7% | $6,507-74.5% |
| Admin fee / account holder | $5,660 | $6,386-11.4% | $6,127-7.6% | $12,624-55.2% |