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 | $120,027 | $177,572-32.4% | $154,803-22.5% | $142,382-15.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.62% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,094 | $4,810-35.7% | $4,305-28.1% | $4,299-28.0% |
| Participant deferral / active EE | $7,966 | $6,272+27.0% | $5,540+43.8% | $6,507+22.4% |
| Admin fee / account holder | $1,458 | $16,786-91.3% | $14,329-89.8% | $12,624-88.5% |