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 | $100,402 | $105,630-4.9% | $87,507+14.7% | $273,961-63.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.39% | 12.25%-0.9pp | 12.21%-0.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $6,065 | $3,141+93.1% | $2,550+137.9% | $4,869+24.6% |
| Participant deferral / active EE | $3,462 | $3,601-3.9% | $3,149+9.9% | $5,287-34.5% |
| Admin fee / account holder | $3,231 | $4,781-32.4% | $4,221-23.4% | $10,132-68.1% |