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 | $108,079 | $209,411-48.4% | $178,490-39.4% | $158,922-32.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.43% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $6,751 | $5,706+18.3% | $5,011+34.7% | $4,761+41.8% |
| Participant deferral / active EE | $2,711 | $5,954-54.5% | $5,202-47.9% | $5,982-54.7% |
| Admin fee / account holder | $369 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |