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 | $101,691 | $177,572-42.7% | $154,803-34.3% | $142,382-28.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,282 | $4,810+9.8% | $4,305+22.7% | $4,299+22.9% |
| Participant deferral / active EE | $4,957 | $6,272-21.0% | $5,540-10.5% | $6,507-23.8% |
| Admin fee / account holder | $2,044 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |