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 | $125,487 | $177,572-29.3% | $154,803-18.9% | $142,382-11.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.03% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,354 | $4,810-51.1% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $8,187 | $6,272+30.5% | $5,540+47.8% | $6,507+25.8% |
| Admin fee / account holder | $1,869 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |