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 8-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 | $127,708 | $177,572-28.1% | $154,803-17.5% | $142,382-10.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,424 | $4,810+116.7% | $4,305+142.1% | $4,299+142.5% |
| Participant deferral / active EE | $7,118 | $6,272+13.5% | $5,540+28.5% | $6,507+9.4% |
| Admin fee / account holder | $2,359 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |