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 | $131,055 | $157,256-16.7% | $141,162-7.2% | $152,861-14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.79% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,217 | $5,261+18.2% | $4,735+31.3% | $4,762+30.5% |
| Participant deferral / active EE | $18,031 | $7,109+153.6% | $6,709+168.8% | $5,850+208.2% |
| Admin fee / account holder | $13,888 | $12,120+14.6% | $10,261+35.3% | $11,596+19.8% |