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 | $123,714 | $177,572-30.3% | $154,803-20.1% | $142,382-13.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.13% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $19,515 | $4,810+305.7% | $4,305+353.3% | $4,299+353.9% |
| Participant deferral / active EE | $11,283 | $6,272+79.9% | $5,540+103.7% | $6,507+73.4% |
| Admin fee / account holder | $6,584 | $16,786-60.8% | $14,329-54.1% | $12,624-47.8% |