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 | $128,876 | $159,602-19.3% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.59% | 70.24%-57.6pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,484 | $4,961-29.8% | $4,693-25.8% | $4,299-19.0% |
| Participant deferral / active EE | $7,260 | $8,310-12.6% | $7,997-9.2% | $6,507+11.6% |
| Admin fee / account holder | $32,657 | $14,846+120.0% | $13,435+143.1% | $12,624+158.7% |