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 | $108,601 | $159,602-32.0% | $150,045-27.6% | $142,382-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,915 | $4,961-0.9% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $9,066 | $8,310+9.1% | $7,997+13.4% | $6,507+39.3% |
| Admin fee / account holder | $1,742 | $14,846-88.3% | $13,435-87.0% | $12,624-86.2% |