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 | $99,636 | $165,335-39.7% | $149,696-33.4% | $158,922-37.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.10% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $8,427 | $5,103+65.2% | $4,644+81.5% | $4,761+77.0% |
| Participant deferral / active EE | $8,684 | $7,181+20.9% | $6,842+26.9% | $5,982+45.2% |
| Admin fee / account holder | $5,454 | $10,807-49.5% | $9,309-41.4% | $11,246-51.5% |