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 | $116,164 | $148,534-21.8% | $135,903-14.5% | $139,434-16.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.99% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,269 | $5,243-56.7% | $4,856-53.3% | $4,751-52.2% |
| Participant deferral / active EE | $7,338 | $8,100-9.4% | $7,758-5.4% | $6,710+9.4% |
| Admin fee / account holder | $1,818 | $12,400-85.3% | $10,762-83.1% | $11,403-84.1% |