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 | $106,951 | $111,301-3.9% | $112,977-5.3% | $158,922-32.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 18.61% | 26.40%-7.8pp | 24.24%-5.6pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,510 | $4,471+45.6% | $4,255+53.0% | $4,761+36.7% |
| Participant deferral / active EE | $11,717 | $5,880+99.3% | $5,836+100.8% | $5,982+95.9% |
| Admin fee / account holder | $5,603 | $8,392-33.2% | $6,294-11.0% | $11,246-50.2% |