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 | $122,417 | $198,466-38.3% | $170,442-28.2% | $147,584-17.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.57% | 257.29%-242.7pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,569 | $6,184-42.3% | $5,433-34.3% | $4,876-26.8% |
| Participant deferral / active EE | $6,801 | $5,629+20.8% | $4,939+37.7% | $5,439+25.1% |
| Admin fee / account holder | $1,571 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |