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 | $100,870 | $177,572-43.2% | $154,803-34.8% | $142,382-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.39% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,078 | $4,810-15.2% | $4,305-5.3% | $4,299-5.1% |
| Participant deferral / active EE | $8,325 | $6,272+32.7% | $5,540+50.3% | $6,507+27.9% |
| Admin fee / account holder | $664 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |