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 | $100,523 | $177,572-43.4% | $154,803-35.1% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.78% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,671 | $4,810-23.7% | $4,305-14.7% | $4,299-14.6% |
| Participant deferral / active EE | $5,045 | $6,272-19.6% | $5,540-8.9% | $6,507-22.5% |
| Admin fee / account holder | $182,395 | $16,786+986.6% | $14,329+1172.9% | $12,624+1344.9% |