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 | $106,323 | $135,952-21.8% | $123,892-14.2% | $273,961-61.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.67% | 56.63%-48.0pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,834 | $5,170+51.5% | $4,617+69.7% | $4,869+60.9% |
| Participant deferral / active EE | $14,071 | $6,343+121.8% | $5,984+135.1% | $5,287+166.1% |
| Admin fee / account holder | $4,442 | $9,817-54.8% | $8,357-46.9% | $10,132-56.2% |