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 | $116,985 | $165,335-29.2% | $149,696-21.9% | $158,922-26.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.24% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $12,201 | $5,103+139.1% | $4,644+162.7% | $4,761+156.3% |
| Participant deferral / active EE | $15,236 | $7,181+112.2% | $6,842+122.7% | $5,982+154.7% |
| Admin fee / account holder | $7,372 | $10,807-31.8% | $9,309-20.8% | $11,246-34.4% |