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 | $129,490 | $159,602-18.9% | $150,045-13.7% | $142,382-9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.42% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,602 | $4,961+93.6% | $4,693+104.6% | $4,299+123.4% |
| Participant deferral / active EE | $15,676 | $8,310+88.6% | $7,997+96.0% | $6,507+140.9% |
| Admin fee / account holder | $6,587 | $14,846-55.6% | $13,435-51.0% | $12,624-47.8% |