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 | $125,563 | $177,572-29.3% | $154,803-18.9% | $142,382-11.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,703 | $4,810-2.2% | $4,305+9.2% | $4,299+9.4% |
| Participant deferral / active EE | $10,185 | $6,272+62.4% | $5,540+83.8% | $6,507+56.5% |
| Admin fee / account holder | $769 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |