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 | $104,466 | $148,534-29.7% | $135,903-23.1% | $139,434-25.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.99% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $6,629 | $5,243+26.4% | $4,856+36.5% | $4,751+39.5% |
| Participant deferral / active EE | $8,639 | $8,100+6.6% | $7,758+11.4% | $6,710+28.7% |
| Admin fee / account holder | $1,319 | $12,400-89.4% | $10,762-87.7% | $11,403-88.4% |