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 | $65,262 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.80% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,838 | $4,961+78.2% | $4,693+88.3% | $4,299+105.6% |
| Participant deferral / active EE | $14,884 | $8,310+79.1% | $7,997+86.1% | $6,507+128.7% |
| Admin fee / account holder | $12,928 | $14,846-12.9% | $13,435-3.8% | $12,624+2.4% |