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 | $134,601 | $159,602-15.7% | $150,045-10.3% | $142,382-5.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.26% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,018 | $4,961+142.3% | $4,693+156.1% | $4,299+179.5% |
| Participant deferral / active EE | $2,953 | $8,310-64.5% | $7,997-63.1% | $6,507-54.6% |
| Admin fee / account holder | $2,132 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |