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 | $122,480 | $177,572-31.0% | $154,803-20.9% | $142,382-14.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.07% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $8,003 | $4,810+66.4% | $4,305+85.9% | $4,299+86.1% |
| Participant deferral / active EE | $5,385 | $6,272-14.1% | $5,540-2.8% | $6,507-17.2% |
| Admin fee / account holder | $2,011 | $16,786-88.0% | $14,329-86.0% | $12,624-84.1% |