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 | $113,238 | $177,572-36.2% | $154,803-26.9% | $142,382-20.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.68% | 65.07%-32.4pp | 58.88%-26.2pp | 217.08%-184.4pp |
| Employer contribution / active EE | $4,864 | $4,810+1.1% | $4,305+13.0% | $4,299+13.1% |
| Participant deferral / active EE | $10,420 | $6,272+66.2% | $5,540+88.1% | $6,507+60.1% |
| Admin fee / account holder | $2,021 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |