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 | $131,551 | $214,378-38.6% | $200,582-34.4% | $142,382-7.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.89% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $7,372 | $6,841+7.8% | $6,419+14.8% | $4,299+71.5% |
| Participant deferral / active EE | $11,298 | $9,865+14.5% | $9,331+21.1% | $6,507+73.6% |
| Admin fee / account holder | $10,796 | $17,692-39.0% | $16,305-33.8% | $12,624-14.5% |