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 | $106,449 | $76,312+39.5% | $67,221+58.4% | $158,922-33.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.54% | 22.77%-6.2pp | 20.72%-4.2pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,469 | $4,476-22.5% | $3,723-6.8% | $4,761-27.1% |
| Participant deferral / active EE | $9,696 | $5,264+84.2% | $4,384+121.2% | $5,982+62.1% |
| Admin fee / account holder | $456 | $8,005-94.3% | $5,844-92.2% | $11,246-95.9% |