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 | $102,152 | $201,272-49.2% | $184,203-44.5% | $145,922-30.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.66% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,000 | $7,022-57.3% | $6,427-53.3% | $4,660-35.6% |
| Participant deferral / active EE | $3,108 | $9,806-68.3% | $9,131-66.0% | $6,688-53.5% |
| Admin fee / account holder | $12,887 | $16,364-21.2% | $13,901-7.3% | $13,397-3.8% |