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 | $107,052 | $176,056-39.2% | $159,436-32.9% | $167,490-36.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,206 | $5,297-39.5% | $4,829-33.6% | $4,837-33.7% |
| Participant deferral / active EE | $10,380 | $7,750+33.9% | $7,352+41.2% | $6,341+63.7% |
| Admin fee / account holder | $7,840 | $12,554-37.6% | $10,799-27.4% | $12,309-36.3% |