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 | $120,208 | $148,534-19.1% | $135,903-11.5% | $139,434-13.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,454 | $5,243+4.0% | $4,856+12.3% | $4,751+14.8% |
| Participant deferral / active EE | $10,214 | $8,100+26.1% | $7,758+31.7% | $6,710+52.2% |
| Admin fee / account holder | $22,261 | $12,400+79.5% | $10,762+106.8% | $11,403+95.2% |