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 5-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 | $131,447 | $214,378-38.7% | $200,582-34.5% | $142,382-7.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.58% | 46.41%-25.8pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $10,988 | $6,841+60.6% | $6,419+71.2% | $4,299+155.6% |
| Participant deferral / active EE | $13,369 | $9,865+35.5% | $9,331+43.3% | $6,507+105.4% |
| Admin fee / account holder | $38,463 | $17,692+117.4% | $16,305+135.9% | $12,624+204.7% |