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 | $96,682 | $165,335-41.5% | $149,696-35.4% | $158,922-39.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.06% | 348.15%-306.1pp | 276.60%-234.5pp | 302.83%-260.8pp |
| Employer contribution / active EE | $3,638 | $5,103-28.7% | $4,644-21.7% | $4,761-23.6% |
| Participant deferral / active EE | $9,694 | $7,181+35.0% | $6,842+41.7% | $5,982+62.0% |
| Admin fee / account holder | $7,188 | $10,807-33.5% | $9,309-22.8% | $11,246-36.1% |