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 | $75,494 | $177,572-57.5% | $154,803-51.2% | $142,382-47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.38% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,860 | $4,810+105.0% | $4,305+129.0% | $4,299+129.3% |
| Participant deferral / active EE | $9,068 | $6,272+44.6% | $5,540+63.7% | $6,507+39.3% |
| Admin fee / account holder | $17,639 | $16,786+5.1% | $14,329+23.1% | $12,624+39.7% |