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 | $112,731 | $228,332-50.6% | $185,823-39.3% | $158,922-29.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.14% | 40.80%-32.7pp | 35.95%-27.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $6,152 | $4,967+23.9% | $4,087+50.5% | $4,761+29.2% |
| Participant deferral / active EE | $6,446 | $6,415+0.5% | $5,632+14.4% | $5,982+7.7% |
| Admin fee / account holder | $17,566 | $11,864+48.1% | $9,500+84.9% | $11,246+56.2% |