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 | $100,367 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.21% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,782 | $4,961+16.6% | $4,693+23.2% | $4,299+34.5% |
| Participant deferral / active EE | $12,057 | $8,310+45.1% | $7,997+50.8% | $6,507+85.3% |
| Admin fee / account holder | $9,643 | $14,846-35.0% | $13,435-28.2% | $12,624-23.6% |