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 | $105,026 | $157,256-33.2% | $141,162-25.6% | $152,861-31.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.76% | 64.32%-49.6pp | 71.39%-56.6pp | 345.32%-330.6pp |
| Employer contribution / active EE | $10,415 | $5,261+98.0% | $4,735+120.0% | $4,762+118.7% |
| Participant deferral / active EE | $7,272 | $7,109+2.3% | $6,709+8.4% | $5,850+24.3% |
| Admin fee / account holder | $13,905 | $12,120+14.7% | $10,261+35.5% | $11,596+19.9% |