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 | $138,043 | $176,056-21.6% | $159,436-13.4% | $167,490-17.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.74% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $15,953 | $5,297+201.2% | $4,829+230.3% | $4,837+229.8% |
| Participant deferral / active EE | $25,879 | $7,750+233.9% | $7,352+252.0% | $6,341+308.1% |
| Admin fee / account holder | $11,187 | $12,554-10.9% | $10,799+3.6% | $12,309-9.1% |