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 7-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 | $118,653 | $177,572-33.2% | $154,803-23.4% | $142,382-16.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,978 | $4,810-38.1% | $4,305-30.8% | $4,299-30.7% |
| Participant deferral / active EE | $11,396 | $6,272+81.7% | $5,540+105.7% | $6,507+75.1% |
| Admin fee / account holder | $9,339 | $16,786-44.4% | $14,329-34.8% | $12,624-26.0% |