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 | $142,339 | $176,056-19.2% | $159,436-10.7% | $167,490-15.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.05% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,674 | $5,297-49.5% | $4,829-44.6% | $4,837-44.7% |
| Participant deferral / active EE | $8,862 | $7,750+14.3% | $7,352+20.5% | $6,341+39.7% |
| Admin fee / account holder | $7,646 | $12,554-39.1% | $10,799-29.2% | $12,309-37.9% |