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 | $128,574 | $159,602-19.4% | $150,045-14.3% | $142,382-9.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.67% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,568 | $4,961-48.2% | $4,693-45.3% | $4,299-40.3% |
| Participant deferral / active EE | $11,511 | $8,310+38.5% | $7,997+43.9% | $6,507+76.9% |
| Admin fee / account holder | $20,577 | $14,846+38.6% | $13,435+53.2% | $12,624+63.0% |