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 | $75,914 | $179,726-57.8% | $156,263-51.4% | $142,382-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.48% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,455 | $5,069+7.6% | $4,333+25.9% | $4,299+26.9% |
| Participant deferral / active EE | $10,674 | $6,956+53.4% | $6,158+73.3% | $6,507+64.0% |
| Admin fee / account holder | $638 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |