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 | $109,026 | $154,117-29.3% | $129,995-16.1% | $139,434-21.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.42% | 32.48%-17.1pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,611 | $5,289-12.8% | $4,320+6.7% | $4,751-3.0% |
| Participant deferral / active EE | $8,045 | $6,710+19.9% | $5,820+38.2% | $6,710+19.9% |
| Admin fee / account holder | $14,120 | $14,007+0.8% | $10,614+33.0% | $11,403+23.8% |