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 | $134,883 | $177,572-24.0% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.24% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,126 | $4,810-35.0% | $4,305-27.4% | $4,299-27.3% |
| Participant deferral / active EE | $11,598 | $6,272+84.9% | $5,540+109.3% | $6,507+78.2% |
| Admin fee / account holder | $1,887 | $16,786-88.8% | $14,329-86.8% | $12,624-85.1% |