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 | $137,447 | $179,726-23.5% | $156,263-12.0% | $142,382-3.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.82% | 77.86%-66.0pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,028 | $5,069-0.8% | $4,333+16.0% | $4,299+16.9% |
| Participant deferral / active EE | $7,248 | $6,956+4.2% | $6,158+17.7% | $6,507+11.4% |
| Admin fee / account holder | $19,260 | $17,272+11.5% | $14,255+35.1% | $12,624+52.6% |