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 | $94,822 | $228,332-58.5% | $185,823-49.0% | $158,922-40.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.12% | 40.80%-30.7pp | 35.95%-25.8pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,661 | $4,967-26.3% | $4,087-10.4% | $4,761-23.1% |
| Participant deferral / active EE | $15,011 | $6,415+134.0% | $5,632+166.5% | $5,982+150.9% |
| Admin fee / account holder | $59,956 | $11,864+405.4% | $9,500+531.1% | $11,246+433.1% |