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 | $115,718 | $165,335-30.0% | $149,696-22.7% | $158,922-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.51% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,791 | $5,103-25.7% | $4,644-18.4% | $4,761-20.4% |
| Participant deferral / active EE | $15,071 | $7,181+109.9% | $6,842+120.3% | $5,982+151.9% |
| Admin fee / account holder | $33,637 | $10,807+211.3% | $9,309+261.3% | $11,246+199.1% |