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 | $111,867 | $209,411-46.6% | $178,490-37.3% | $158,922-29.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.20% | 188.75%-171.5pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,602 | $5,706-54.4% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $7,714 | $5,954+29.6% | $5,202+48.3% | $5,982+29.0% |
| Admin fee / account holder | $12,533 | $17,074-26.6% | $13,984-10.4% | $11,246+11.4% |