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 | $96,027 | $159,602-39.8% | $150,045-36.0% | $142,382-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.35% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,589 | $4,961-47.8% | $4,693-44.8% | $4,299-39.8% |
| Participant deferral / active EE | $8,806 | $8,310+6.0% | $7,997+10.1% | $6,507+35.3% |
| Admin fee / account holder | $14,480 | $14,846-2.5% | $13,435+7.8% | $12,624+14.7% |