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 | $136,531 | $177,572-23.1% | $154,803-11.8% | $142,382-4.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,550 | $4,810+15.4% | $4,305+28.9% | $4,299+29.1% |
| Participant deferral / active EE | $7,049 | $6,272+12.4% | $5,540+27.2% | $6,507+8.3% |
| Admin fee / account holder | $8,714 | $16,786-48.1% | $14,329-39.2% | $12,624-31.0% |