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 | $119,030 | $105,931+12.4% | $81,930+45.3% | $158,922-25.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.35% | 38.17%-24.8pp | 29.49%-16.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,317 | $7,800-44.7% | $4,310+0.2% | $4,761-9.3% |
| Participant deferral / active EE | $19,440 | $13,003+49.5% | $7,107+173.5% | $5,982+225.0% |
| Admin fee / account holder | $1,195 | $8,489-85.9% | $5,158-76.8% | $11,246-89.4% |