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 | $125,375 | $197,591-36.5% | $177,821-29.5% | $158,922-21.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.43% | 58.76%-42.3pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $9,692 | $6,697+44.7% | $5,918+63.8% | $4,761+103.6% |
| Participant deferral / active EE | $16,867 | $8,405+100.7% | $7,714+118.7% | $5,982+182.0% |
| Admin fee / account holder | $12,566 | $15,399-18.4% | $12,427+1.1% | $11,246+11.7% |