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 | $102,826 | $197,591-48.0% | $177,821-42.2% | $158,922-35.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.32% | 58.76%-31.4pp | 48.32%-21.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $7,009 | $6,697+4.6% | $5,918+18.4% | $4,761+47.2% |
| Participant deferral / active EE | $19,818 | $8,405+135.8% | $7,714+156.9% | $5,982+231.3% |
| Admin fee / account holder | $5,253 | $15,399-65.9% | $12,427-57.7% | $11,246-53.3% |