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 | $106,592 | $127,065-16.1% | $113,168-5.8% | $142,382-25.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.18% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,259 | $3,442+23.7% | $2,975+43.1% | $4,299-0.9% |
| Participant deferral / active EE | $6,660 | $5,716+16.5% | $5,107+30.4% | $6,507+2.4% |
| Admin fee / account holder | $5,127 | $15,736-67.4% | $12,068-57.5% | $12,624-59.4% |