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 | $132,537 | $177,572-25.4% | $154,803-14.4% | $142,382-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.42% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,247 | $4,810-11.7% | $4,305-1.4% | $4,299-1.2% |
| Participant deferral / active EE | $3,461 | $6,272-44.8% | $5,540-37.5% | $6,507-46.8% |
| Admin fee / account holder | $5,395 | $16,786-67.9% | $14,329-62.4% | $12,624-57.3% |