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 | $110,133 | $177,572-38.0% | $154,803-28.9% | $142,382-22.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.89% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,853 | $4,810+0.9% | $4,305+12.7% | $4,299+12.9% |
| Participant deferral / active EE | $10,711 | $6,272+70.8% | $5,540+93.3% | $6,507+64.6% |
| Admin fee / account holder | $6,561 | $16,786-60.9% | $14,329-54.2% | $12,624-48.0% |