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 | $100,047 | $165,335-39.5% | $149,696-33.2% | $158,922-37.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.94% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,629 | $5,103-28.9% | $4,644-21.9% | $4,761-23.8% |
| Participant deferral / active EE | $6,575 | $7,181-8.4% | $6,842-3.9% | $5,982+9.9% |
| Admin fee / account holder | $3,592 | $10,807-66.8% | $9,309-61.4% | $11,246-68.1% |