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 8-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 | $103,490 | $106,515-2.8% | $96,683+7.0% | $139,434-25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.48% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $9,401 | $4,103+129.1% | $3,737+151.6% | $4,751+97.9% |
| Participant deferral / active EE | $6,864 | $5,454+25.9% | $4,878+40.7% | $6,710+2.3% |
| Admin fee / account holder | $1,113 | $7,877-85.9% | $6,730-83.5% | $11,403-90.2% |