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 | $122,244 | $159,602-23.4% | $150,045-18.5% | $142,382-14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.22% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,018 | $4,961+1.2% | $4,693+6.9% | $4,299+16.7% |
| Participant deferral / active EE | $18,147 | $8,310+118.4% | $7,997+126.9% | $6,507+178.9% |
| Admin fee / account holder | $18,662 | $14,846+25.7% | $13,435+38.9% | $12,624+47.8% |