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 | $135,136 | $201,272-32.9% | $184,203-26.6% | $145,922-7.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.73% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,505 | $7,022-21.6% | $6,427-14.3% | $4,660+18.2% |
| Participant deferral / active EE | $7,339 | $9,806-25.2% | $9,131-19.6% | $6,688+9.7% |
| Admin fee / account holder | $1,529 | $16,364-90.7% | $13,901-89.0% | $13,397-88.6% |