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 | $124,626 | $228,332-45.4% | $185,823-32.9% | $158,922-21.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.80% | 40.80%-25.0pp | 35.95%-20.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,826 | $4,967+37.4% | $4,087+67.0% | $4,761+43.4% |
| Participant deferral / active EE | $17,402 | $6,415+171.3% | $5,632+209.0% | $5,982+190.9% |
| Admin fee / account holder | $1,217 | $11,864-89.7% | $9,500-87.2% | $11,246-89.2% |