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 | $75,150 | $159,602-52.9% | $150,045-49.9% | $142,382-47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,138 | $4,961+84.2% | $4,693+94.7% | $4,299+112.5% |
| Participant deferral / active EE | $7,686 | $8,310-7.5% | $7,997-3.9% | $6,507+18.1% |
| Admin fee / account holder | $13,101 | $14,846-11.8% | $13,435-2.5% | $12,624+3.8% |