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 | $109,885 | $165,335-33.5% | $149,696-26.6% | $158,922-30.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $5,502 | $5,103+7.8% | $4,644+18.5% | $4,761+15.6% |
| Participant deferral / active EE | $10,003 | $7,181+39.3% | $6,842+46.2% | $5,982+67.2% |
| Admin fee / account holder | $1,672 | $10,807-84.5% | $9,309-82.0% | $11,246-85.1% |