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 | $87,572 | $177,572-50.7% | $154,803-43.4% | $142,382-38.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.98% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,249 | $4,810-32.5% | $4,305-24.5% | $4,299-24.4% |
| Participant deferral / active EE | $6,303 | $6,272+0.5% | $5,540+13.8% | $6,507-3.1% |
| Admin fee / account holder | $21,167 | $16,786+26.1% | $14,329+47.7% | $12,624+67.7% |