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 | $117,611 | $148,534-20.8% | $135,903-13.5% | $139,434-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.08% | 79.19%-49.1pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $6,234 | $5,243+18.9% | $4,856+28.4% | $4,751+31.2% |
| Participant deferral / active EE | $8,101 | $8,1000% | $7,758+4.4% | $6,710+20.7% |
| Admin fee / account holder | $4,920 | $12,400-60.3% | $10,762-54.3% | $11,403-56.9% |