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 | $117,592 | $197,591-40.5% | $177,821-33.9% | $158,922-26.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.75% | 58.76%-47.0pp | 48.32%-36.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $5,438 | $6,697-18.8% | $5,918-8.1% | $4,761+14.2% |
| Participant deferral / active EE | $5,192 | $8,405-38.2% | $7,714-32.7% | $5,982-13.2% |
| Admin fee / account holder | $25,009 | $15,399+62.4% | $12,427+101.2% | $11,246+122.4% |