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 | $85,716 | $165,335-48.2% | $149,696-42.7% | $158,922-46.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.03% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $7,222 | $5,103+41.5% | $4,644+55.5% | $4,761+51.7% |
| Participant deferral / active EE | $5,423 | $7,181-24.5% | $6,842-20.7% | $5,982-9.4% |
| Admin fee / account holder | $1,147 | $10,807-89.4% | $9,309-87.7% | $11,246-89.8% |