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 | $114,312 | $165,335-30.9% | $149,696-23.6% | $158,922-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.04% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $7,096 | $5,103+39.1% | $4,644+52.8% | $4,761+49.0% |
| Participant deferral / active EE | $8,760 | $7,181+22.0% | $6,842+28.0% | $5,982+46.4% |
| Admin fee / account holder | $1,344 | $10,807-87.6% | $9,309-85.6% | $11,246-88.0% |