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 | $115,301 | $159,602-27.8% | $150,045-23.2% | $142,382-19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.51% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $30,932 | $4,961+523.5% | $4,693+559.1% | $4,299+619.5% |
| Participant deferral / active EE | $25,358 | $8,310+205.1% | $7,997+217.1% | $6,507+289.7% |
| Admin fee / account holder | $122,160 | $14,846+722.8% | $13,435+809.3% | $12,624+867.7% |