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 | $83,774 | $159,602-47.5% | $150,045-44.2% | $142,382-41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,149 | $4,961+64.3% | $4,693+73.6% | $4,299+89.6% |
| Participant deferral / active EE | $7,703 | $8,310-7.3% | $7,997-3.7% | $6,507+18.4% |
| Admin fee / account holder | $84,090 | $14,846+466.4% | $13,435+525.9% | $12,624+566.1% |