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 6-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 | $112,876 | $163,101-30.8% | $136,749-17.5% | $142,382-20.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.50% | 27.54%-15.0pp | 24.33%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,058 | $4,117-25.7% | $3,400-10.1% | $4,299-28.9% |
| Participant deferral / active EE | $9,975 | $5,585+78.6% | $4,692+112.6% | $6,507+53.3% |
| Admin fee / account holder | $1,320 | $14,318-90.8% | $11,386-88.4% | $12,624-89.5% |