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 | $139,867 | $179,726-22.2% | $156,263-10.5% | $142,382-1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.99% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $22,350 | $5,069+340.9% | $4,333+415.8% | $4,299+419.9% |
| Participant deferral / active EE | $10,900 | $6,956+56.7% | $6,158+77.0% | $6,507+67.5% |
| Admin fee / account holder | $54,953 | $17,272+218.2% | $14,255+285.5% | $12,624+335.3% |