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 | $105,037 | $198,466-47.1% | $170,442-38.4% | $147,584-28.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.52% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $6,156 | $6,184-0.5% | $5,433+13.3% | $4,876+26.2% |
| Participant deferral / active EE | $4,635 | $5,629-17.7% | $4,939-6.2% | $5,439-14.8% |
| Admin fee / account holder | $1,592 | $16,852-90.6% | $13,880-88.5% | $10,885-85.4% |