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 | $113,798 | $157,256-27.6% | $141,162-19.4% | $152,861-25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.31% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,823 | $5,261-27.3% | $4,735-19.3% | $4,762-19.7% |
| Participant deferral / active EE | $11,326 | $7,109+59.3% | $6,709+68.8% | $5,850+93.6% |
| Admin fee / account holder | $32,723 | $12,120+170.0% | $10,261+218.9% | $11,596+182.2% |