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 | $106,504 | $177,572-40.0% | $154,803-31.2% | $142,382-25.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.25% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,007 | $4,810-37.5% | $4,305-30.2% | $4,299-30.1% |
| Participant deferral / active EE | $12,305 | $6,272+96.2% | $5,540+122.1% | $6,507+89.1% |
| Admin fee / account holder | $6,452 | $16,786-61.6% | $14,329-55.0% | $12,624-48.9% |