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 | $115,360 | $165,335-30.2% | $149,696-22.9% | $158,922-27.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.46% | 348.15%-313.7pp | 276.60%-242.1pp | 302.83%-268.4pp |
| Employer contribution / active EE | $3,093 | $5,103-39.4% | $4,644-33.4% | $4,761-35.0% |
| Participant deferral / active EE | $5,569 | $7,181-22.5% | $6,842-18.6% | $5,982-6.9% |
| Admin fee / account holder | $5,803 | $10,807-46.3% | $9,309-37.7% | $11,246-48.4% |