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 | $104,603 | $177,572-41.1% | $154,803-32.4% | $142,382-26.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,615 | $4,810+99.9% | $4,305+123.3% | $4,299+123.7% |
| Participant deferral / active EE | $9,724 | $6,272+55.0% | $5,540+75.5% | $6,507+49.4% |
| Admin fee / account holder | $19,662 | $16,786+17.1% | $14,329+37.2% | $12,624+55.8% |