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 | $112,704 | $175,202-35.7% | $149,673-24.7% | $139,434-19.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.60% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,794 | $5,474-30.7% | $4,818-21.3% | $4,751-20.1% |
| Participant deferral / active EE | $6,414 | $6,519-1.6% | $5,680+12.9% | $6,710-4.4% |
| Admin fee / account holder | $4,162 | $16,150-74.2% | $13,210-68.5% | $11,403-63.5% |