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 | $119,574 | $159,602-25.1% | $150,045-20.3% | $142,382-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.50% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,861 | $4,961-22.2% | $4,693-17.7% | $4,299-10.2% |
| Participant deferral / active EE | $6,983 | $8,310-16.0% | $7,997-12.7% | $6,507+7.3% |
| Admin fee / account holder | $6,990 | $14,846-52.9% | $13,435-48.0% | $12,624-44.6% |