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 | $118,642 | $177,572-33.2% | $154,803-23.4% | $142,382-16.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,711 | $4,810-2.1% | $4,305+9.4% | $4,299+9.6% |
| Participant deferral / active EE | $10,348 | $6,272+65.0% | $5,540+86.8% | $6,507+59.0% |
| Admin fee / account holder | $2,912 | $16,786-82.7% | $14,329-79.7% | $12,624-76.9% |