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 7-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 | $123,626 | $159,602-22.5% | $150,045-17.6% | $142,382-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.13% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $12,927 | $4,961+160.6% | $4,693+175.4% | $4,299+200.7% |
| Participant deferral / active EE | $17,007 | $8,310+104.7% | $7,997+112.7% | $6,507+161.4% |
| Admin fee / account holder | $12,176 | $14,846-18.0% | $13,435-9.4% | $12,624-3.5% |