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 | $99,724 | $165,335-39.7% | $149,696-33.4% | $158,922-37.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.02% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,670 | $5,103-47.7% | $4,644-42.5% | $4,761-43.9% |
| Participant deferral / active EE | $10,628 | $7,181+48.0% | $6,842+55.3% | $5,982+77.7% |
| Admin fee / account holder | $743 | $10,807-93.1% | $9,309-92.0% | $11,246-93.4% |