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 | $119,516 | $159,602-25.1% | $150,045-20.3% | $142,382-16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.45% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,982 | $4,961+0.4% | $4,693+6.1% | $4,299+15.9% |
| Participant deferral / active EE | $8,205 | $8,310-1.3% | $7,997+2.6% | $6,507+26.1% |
| Admin fee / account holder | $32,658 | $14,846+120.0% | $13,435+143.1% | $12,624+158.7% |