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 | $108,156 | $165,335-34.6% | $149,696-27.7% | $158,922-31.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.29% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $7,353 | $5,103+44.1% | $4,644+58.3% | $4,761+54.4% |
| Participant deferral / active EE | $15,537 | $7,181+116.4% | $6,842+127.1% | $5,982+159.7% |
| Admin fee / account holder | $1,316 | $10,807-87.8% | $9,309-85.9% | $11,246-88.3% |