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 | $119,679 | $159,602-25.0% | $150,045-20.2% | $142,382-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.26% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,167 | $4,961+24.3% | $4,693+31.4% | $4,299+43.4% |
| Participant deferral / active EE | $11,053 | $8,310+33.0% | $7,997+38.2% | $6,507+69.9% |
| Admin fee / account holder | $1,608 | $14,846-89.2% | $13,435-88.0% | $12,624-87.3% |