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 | $115,746 | $185,822-37.7% | $169,993-31.9% | $139,434-17.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.66% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,476 | $7,590-41.0% | $6,785-34.0% | $4,751-5.8% |
| Participant deferral / active EE | $5,706 | $11,622-50.9% | $10,408-45.2% | $6,710-15.0% |
| Admin fee / account holder | $3,223 | $15,381-79.0% | $12,815-74.8% | $11,403-71.7% |