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 | $118,894 | $197,591-39.8% | $177,821-33.1% | $158,922-25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.48% | 58.76%-47.3pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $11,783 | $6,697+75.9% | $5,918+99.1% | $4,761+147.5% |
| Participant deferral / active EE | $13,605 | $8,405+61.9% | $7,714+76.4% | $5,982+127.4% |
| Admin fee / account holder | $3,539 | $15,399-77.0% | $12,427-71.5% | $11,246-68.5% |