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 | $112,743 | $214,378-47.4% | $200,582-43.8% | $142,382-20.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,311 | $6,841-66.2% | $6,419-64.0% | $4,299-46.2% |
| Participant deferral / active EE | $6,039 | $9,865-38.8% | $9,331-35.3% | $6,507-7.2% |
| Admin fee / account holder | $11,861 | $17,692-33.0% | $16,305-27.3% | $12,624-6.0% |