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 | $119,289 | $228,332-47.8% | $185,823-35.8% | $158,922-24.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.26% | 40.80%-28.5pp | 35.95%-23.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,231 | $4,967-55.1% | $4,087-45.4% | $4,761-53.2% |
| Participant deferral / active EE | $3,900 | $6,415-39.2% | $5,632-30.8% | $5,982-34.8% |
| Admin fee / account holder | $2,088 | $11,864-82.4% | $9,500-78.0% | $11,246-81.4% |