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 | $117,743 | $238,490-50.6% | $180,183-34.7% | $142,382-17.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.85% | 33.56%-16.7pp | 27.86%-11.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,187 | $6,143-31.8% | $5,039-16.9% | $4,299-2.6% |
| Participant deferral / active EE | $5,798 | $7,996-27.5% | $6,822-15.0% | $6,507-10.9% |
| Admin fee / account holder | $1,246 | $28,866-95.7% | $19,975-93.8% | $12,624-90.1% |