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 | $132,290 | $159,602-17.1% | $150,045-11.8% | $142,382-7.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.09% | 70.24%-54.1pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,867 | $4,961-22.1% | $4,693-17.6% | $4,299-10.1% |
| Participant deferral / active EE | $7,888 | $8,310-5.1% | $7,997-1.4% | $6,507+21.2% |
| Admin fee / account holder | $1,040 | $14,846-93.0% | $13,435-92.3% | $12,624-91.8% |