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 | $111,638 | $137,414-18.8% | $189,513-41.1% | $85,850+30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.06% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,972 | $4,344-31.6% | $6,162-51.8% | $2,565+15.9% |
| Participant deferral / active EE | $5,467 | $6,260-12.7% | $8,221-33.5% | $3,952+38.3% |
| Admin fee / account holder | $12,573 | $8,630+45.7% | $12,045+4.4% | $6,260+100.8% |