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 | $114,309 | $177,572-35.6% | $154,803-26.2% | $142,382-19.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.52% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,141 | $4,810+110.8% | $4,305+135.5% | $4,299+135.9% |
| Participant deferral / active EE | $9,884 | $6,272+57.6% | $5,540+78.4% | $6,507+51.9% |
| Admin fee / account holder | $619 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |