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 9-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 | $124,557 | $179,726-30.7% | $156,263-20.3% | $142,382-12.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.95% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,629 | $5,069-8.7% | $4,333+6.8% | $4,299+7.7% |
| Participant deferral / active EE | $7,202 | $6,956+3.5% | $6,158+16.9% | $6,507+10.7% |
| Admin fee / account holder | $21,528 | $17,272+24.6% | $14,255+51.0% | $12,624+70.5% |