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 | $121,885 | $159,602-23.6% | $150,045-18.8% | $142,382-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.84% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,586 | $4,961-47.9% | $4,693-44.9% | $4,299-39.8% |
| Participant deferral / active EE | $8,588 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $33,975 | $14,846+128.8% | $13,435+152.9% | $12,624+169.1% |