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 4-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 | $100,529 | $177,572-43.4% | $154,803-35.1% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $11,576 | $4,810+140.7% | $4,305+168.9% | $4,299+169.3% |
| Participant deferral / active EE | $10,671 | $6,272+70.2% | $5,540+92.6% | $6,507+64.0% |
| Admin fee / account holder | $10,318 | $16,786-38.5% | $14,329-28.0% | $12,624-18.3% |