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 7-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 | $125,726 | $179,726-30.0% | $156,263-19.5% | $142,382-11.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.67% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,891 | $5,069-43.0% | $4,333-33.3% | $4,299-32.7% |
| Participant deferral / active EE | $4,527 | $6,956-34.9% | $6,158-26.5% | $6,507-30.4% |
| Admin fee / account holder | $30,050 | $17,272+74.0% | $14,255+110.8% | $12,624+138.0% |