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 | $123,637 | $227,553-45.7% | $189,557-34.8% | $167,490-26.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.08% | 78.40%-59.3pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $5,730 | $5,316+7.8% | $4,412+29.8% | $4,837+18.4% |
| Participant deferral / active EE | $11,630 | $7,002+66.1% | $6,174+88.4% | $6,341+83.4% |
| Admin fee / account holder | $11,541 | $11,878-2.8% | $9,807+17.7% | $12,309-6.2% |