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 | $106,734 | $179,726-40.6% | $156,263-31.7% | $142,382-25.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.61% | 77.86%-67.2pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,813 | $5,069+14.7% | $4,333+34.2% | $4,299+35.2% |
| Participant deferral / active EE | $18,872 | $6,956+171.3% | $6,158+206.5% | $6,507+190.0% |
| Admin fee / account holder | $16,948 | $17,272-1.9% | $14,255+18.9% | $12,624+34.3% |