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 | $98,664 | $159,602-38.2% | $150,045-34.2% | $142,382-30.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.61% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,512 | $4,961-9.0% | $4,693-3.8% | $4,299+5.0% |
| Participant deferral / active EE | $9,010 | $8,310+8.4% | $7,997+12.7% | $6,507+38.5% |
| Admin fee / account holder | $25,057 | $14,846+68.8% | $13,435+86.5% | $12,624+98.5% |