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 | $122,583 | $183,963-33.4% | $162,163-24.4% | $152,861-19.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 21.70% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,905 | $6,371-38.7% | $5,614-30.4% | $4,762-18.0% |
| Participant deferral / active EE | $7,326 | $8,034-8.8% | $7,298+0.4% | $5,850+25.2% |
| Admin fee / account holder | $19,079 | $13,121+45.4% | $10,843+76.0% | $11,596+64.5% |