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 | $113,908 | $159,602-28.6% | $150,045-24.1% | $142,382-20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,271 | $4,961-13.9% | $4,693-9.0% | $4,299-0.7% |
| Participant deferral / active EE | $8,143 | $8,310-2.0% | $7,997+1.8% | $6,507+25.1% |
| Admin fee / account holder | $10,672 | $14,846-28.1% | $13,435-20.6% | $12,624-15.5% |