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 5-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 | $124,135 | $177,572-30.1% | $154,803-19.8% | $142,382-12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,794 | $4,810+20.4% | $4,305+34.6% | $4,299+34.8% |
| Participant deferral / active EE | $8,340 | $6,272+33.0% | $5,540+50.5% | $6,507+28.2% |
| Admin fee / account holder | $1,571 | $16,786-90.6% | $14,329-89.0% | $12,624-87.6% |