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 5-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 | $125,022 | $177,572-29.6% | $154,803-19.2% | $142,382-12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.21% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,110 | $4,810+27.0% | $4,305+41.9% | $4,299+42.1% |
| Participant deferral / active EE | $10,010 | $6,272+59.6% | $5,540+80.7% | $6,507+53.8% |
| Admin fee / account holder | $558 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |