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 | $121,601 | $179,726-32.3% | $156,263-22.2% | $142,382-14.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.02% | 77.86%-64.8pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $13,087 | $5,069+158.2% | $4,333+202.0% | $4,299+204.4% |
| Participant deferral / active EE | $7,487 | $6,956+7.6% | $6,158+21.6% | $6,507+15.1% |
| Admin fee / account holder | $348 | $17,272-98.0% | $14,255-97.6% | $12,624-97.2% |