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 5-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 | $111,291 | $159,602-30.3% | $150,045-25.8% | $142,382-21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.47% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $30,000 | $4,961+504.8% | $4,693+539.2% | $4,299+597.8% |
| Participant deferral / active EE | $21,600 | $8,310+159.9% | $7,997+170.1% | $6,507+231.9% |
| Admin fee / account holder | $32,237 | $14,846+117.1% | $13,435+139.9% | $12,624+155.4% |