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 | $128,899 | $165,335-22.0% | $149,696-13.9% | $158,922-18.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.36% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $6,654 | $5,103+30.4% | $4,644+43.3% | $4,761+39.8% |
| Participant deferral / active EE | $8,013 | $7,181+11.6% | $6,842+17.1% | $5,982+33.9% |
| Admin fee / account holder | $7,238 | $10,807-33.0% | $9,309-22.2% | $11,246-35.6% |