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 | $106,205 | $114,381-7.1% | $107,525-1.2% | $142,382-25.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.41% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,162 | $4,015-21.2% | $3,754-15.8% | $4,299-26.5% |
| Participant deferral / active EE | $7,234 | $5,564+30.0% | $5,116+41.4% | $6,507+11.2% |
| Admin fee / account holder | $891 | $9,860-91.0% | $8,919-90.0% | $12,624-92.9% |