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 | $130,666 | $177,572-26.4% | $154,803-15.6% | $142,382-8.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,906 | $4,810-18.8% | $4,305-9.3% | $4,299-9.2% |
| Participant deferral / active EE | $7,954 | $6,272+26.8% | $5,540+43.6% | $6,507+22.2% |
| Admin fee / account holder | $2,201 | $16,786-86.9% | $14,329-84.6% | $12,624-82.6% |