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 | $120,888 | $159,602-24.3% | $150,045-19.4% | $142,382-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.15% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,026 | $4,961-59.2% | $4,693-56.8% | $4,299-52.9% |
| Participant deferral / active EE | $7,435 | $8,310-10.5% | $7,997-7.0% | $6,507+14.3% |
| Admin fee / account holder | $23,829 | $14,846+60.5% | $13,435+77.4% | $12,624+88.8% |