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 | $118,643 | $159,602-25.7% | $150,045-20.9% | $142,382-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.58% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,316 | $4,961+27.3% | $4,693+34.6% | $4,299+46.9% |
| Participant deferral / active EE | $10,711 | $8,310+28.9% | $7,997+33.9% | $6,507+64.6% |
| Admin fee / account holder | $841 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |