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 5-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 | $121,641 | $104,974+15.9% | $95,585+27.3% | $142,382-14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $19,575 | $2,779+604.5% | $2,527+674.8% | $4,299+355.3% |
| Participant deferral / active EE | $15,407 | $4,352+254.0% | $4,023+283.0% | $6,507+136.8% |
| Admin fee / account holder | $1,552 | $6,386-75.7% | $6,127-74.7% | $12,624-87.7% |