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 | $120,670 | $177,572-32.0% | $154,803-22.0% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.71% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $11,209 | $4,810+133.0% | $4,305+160.3% | $4,299+160.7% |
| Participant deferral / active EE | $6,745 | $6,272+7.6% | $5,540+21.7% | $6,507+3.7% |
| Admin fee / account holder | $39,880 | $16,786+137.6% | $14,329+178.3% | $12,624+215.9% |