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 | $119,073 | $165,984-28.3% | $164,813-27.8% | $145,922-18.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,363 | $5,273+1.7% | $4,341+23.5% | $4,660+15.1% |
| Participant deferral / active EE | $8,363 | $6,959+20.2% | $6,031+38.7% | $6,688+25.1% |
| Admin fee / account holder | $655 | $16,648-96.1% | $12,690-94.8% | $13,397-95.1% |