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 | $124,349 | $105,931+17.4% | $81,930+51.8% | $158,922-21.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 38.17%-21.2pp | 29.49%-12.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $8,493 | $7,800+8.9% | $4,310+97.0% | $4,761+78.4% |
| Participant deferral / active EE | $7,389 | $13,003-43.2% | $7,107+4.0% | $5,982+23.5% |
| Admin fee / account holder | $2,628 | $8,489-69.0% | $5,158-49.1% | $11,246-76.6% |