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 | $123,396 | $197,591-37.5% | $177,821-30.6% | $158,922-22.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.40% | 58.76%-43.4pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $6,426 | $6,697-4.0% | $5,918+8.6% | $4,761+35.0% |
| Participant deferral / active EE | $12,013 | $8,405+42.9% | $7,714+55.7% | $5,982+100.8% |
| Admin fee / account holder | $2,004 | $15,399-87.0% | $12,427-83.9% | $11,246-82.2% |