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 | $124,501 | $202,432-38.5% | $169,368-26.5% | $139,434-10.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.35% | 531.74%-510.4pp | 405.60%-384.2pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,727 | $4,692+22.0% | $4,013+42.7% | $4,751+20.5% |
| Participant deferral / active EE | $9,518 | $6,938+37.2% | $6,221+53.0% | $6,710+41.8% |
| Admin fee / account holder | $6,689 | $10,708-37.5% | $9,003-25.7% | $11,403-41.3% |