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 | $108,932 | $197,591-44.9% | $177,821-38.7% | $158,922-31.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.44% | 58.76%-38.3pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $9,447 | $6,697+41.1% | $5,918+59.6% | $4,761+98.4% |
| Participant deferral / active EE | $8,492 | $8,405+1.0% | $7,714+10.1% | $5,982+42.0% |
| Admin fee / account holder | $2,371 | $15,399-84.6% | $12,427-80.9% | $11,246-78.9% |