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 | $99,152 | $177,572-44.2% | $154,803-35.9% | $142,382-30.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,938 | $4,810-59.7% | $4,305-55.0% | $4,299-54.9% |
| Participant deferral / active EE | $5,619 | $6,272-10.4% | $5,540+1.4% | $6,507-13.7% |
| Admin fee / account holder | $4,829 | $16,786-71.2% | $14,329-66.3% | $12,624-61.7% |