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 | $80,884 | $238,490-66.1% | $180,183-55.1% | $142,382-43.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.52% | 33.56%-16.0pp | 27.86%-10.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $7,899 | $6,143+28.6% | $5,039+56.8% | $4,299+83.7% |
| Participant deferral / active EE | $15,097 | $7,996+88.8% | $6,822+121.3% | $6,507+132.0% |
| Admin fee / account holder | $5,183 | $28,866-82.0% | $19,975-74.1% | $12,624-58.9% |