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 | $114,412 | $177,572-35.6% | $154,803-26.1% | $142,382-19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.05% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,467 | $4,810+55.2% | $4,305+73.4% | $4,299+73.7% |
| Participant deferral / active EE | $6,021 | $6,272-4.0% | $5,540+8.7% | $6,507-7.5% |
| Admin fee / account holder | $435 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |