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 | $120,692 | $177,572-32.0% | $154,803-22.0% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.69% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,556 | $4,810+15.5% | $4,305+29.0% | $4,299+29.2% |
| Participant deferral / active EE | $6,881 | $6,272+9.7% | $5,540+24.2% | $6,507+5.8% |
| Admin fee / account holder | $1,424 | $16,786-91.5% | $14,329-90.1% | $12,624-88.7% |