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 | $119,043 | $177,572-33.0% | $154,803-23.1% | $142,382-16.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.50% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,500 | $4,810+14.3% | $4,305+27.7% | $4,299+27.9% |
| Participant deferral / active EE | $4,619 | $6,272-26.4% | $5,540-16.6% | $6,507-29.0% |
| Admin fee / account holder | $2,699 | $16,786-83.9% | $14,329-81.2% | $12,624-78.6% |