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 | $117,876 | $232,540-49.3% | $185,117-36.3% | $147,584-20.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 70.15% | 43.03%+27.1pp | 40.50%+29.7pp | 578.55%-508.4pp |
| Employer contribution / active EE | $5,284 | $5,195+1.7% | $4,182+26.4% | $4,876+8.4% |
| Participant deferral / active EE | $9,150 | $5,834+56.8% | $5,045+81.4% | $5,439+68.2% |
| Admin fee / account holder | $9,041 | $10,275-12.0% | $8,159+10.8% | $10,885-16.9% |