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 | $123,063 | $177,572-30.7% | $154,803-20.5% | $142,382-13.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,809 | $4,810-41.6% | $4,305-34.8% | $4,299-34.7% |
| Participant deferral / active EE | $9,973 | $6,272+59.0% | $5,540+80.0% | $6,507+53.3% |
| Admin fee / account holder | $1,577 | $16,786-90.6% | $14,329-89.0% | $12,624-87.5% |