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 6-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 | $121,628 | $159,602-23.8% | $150,045-18.9% | $142,382-14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.34% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,072 | $4,961-17.9% | $4,693-13.2% | $4,299-5.3% |
| Participant deferral / active EE | $12,554 | $8,310+51.1% | $7,997+57.0% | $6,507+92.9% |
| Admin fee / account holder | $24,506 | $14,846+65.1% | $13,435+82.4% | $12,624+94.1% |