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 | $122,441 | $209,411-41.5% | $178,490-31.4% | $158,922-23.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.16% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,124 | $5,706+7.3% | $5,011+22.2% | $4,761+28.6% |
| Participant deferral / active EE | $5,828 | $5,954-2.1% | $5,202+12.0% | $5,982-2.6% |
| Admin fee / account holder | $14,868 | $17,074-12.9% | $13,984+6.3% | $11,246+32.2% |