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 | $111,797 | $148,534-24.7% | $135,903-17.7% | $139,434-19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $5,049 | $5,243-3.7% | $4,856+4.0% | $4,751+6.3% |
| Participant deferral / active EE | $8,738 | $8,100+7.9% | $7,758+12.6% | $6,710+30.2% |
| Admin fee / account holder | $12,094 | $12,400-2.5% | $10,762+12.4% | $11,403+6.1% |