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 | $122,229 | $198,466-38.4% | $170,442-28.3% | $147,584-17.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.88% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,944 | $6,184+12.3% | $5,433+27.8% | $4,876+42.4% |
| Participant deferral / active EE | $5,470 | $5,629-2.8% | $4,939+10.7% | $5,439+0.6% |
| Admin fee / account holder | $29,926 | $16,852+77.6% | $13,880+115.6% | $10,885+174.9% |