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 | $133,048 | $159,602-16.6% | $150,045-11.3% | $142,382-6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,256 | $4,961+46.3% | $4,693+54.6% | $4,299+68.8% |
| Participant deferral / active EE | $10,970 | $8,310+32.0% | $7,997+37.2% | $6,507+68.6% |
| Admin fee / account holder | $328 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |