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 | $125,840 | $177,572-29.1% | $154,803-18.7% | $142,382-11.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $9,576 | $4,810+99.1% | $4,305+122.4% | $4,299+122.8% |
| Participant deferral / active EE | $7,849 | $6,272+25.2% | $5,540+41.7% | $6,507+20.6% |
| Admin fee / account holder | $2,402 | $16,786-85.7% | $14,329-83.2% | $12,624-81.0% |