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 | $118,520 | $197,591-40.0% | $177,821-33.3% | $158,922-25.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.46% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $6,192 | $6,697-7.5% | $5,918+4.6% | $4,761+30.1% |
| Participant deferral / active EE | $14,739 | $8,405+75.4% | $7,714+91.1% | $5,982+146.4% |
| Admin fee / account holder | $35,505 | $15,399+130.6% | $12,427+185.7% | $11,246+215.7% |