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 9-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 | $103,172 | $165,335-37.6% | $149,696-31.1% | $158,922-35.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.29% | 348.15%-319.9pp | 276.60%-248.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $3,000 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $11,125 | $7,181+54.9% | $6,842+62.6% | $5,982+86.0% |
| Admin fee / account holder | $455 | $10,807-95.8% | $9,309-95.1% | $11,246-96.0% |