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 | $108,427 | $214,378-49.4% | $200,582-45.9% | $142,382-23.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.97% | 46.41%-33.4pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,500 | $6,841+9.6% | $6,419+16.8% | $4,299+74.5% |
| Participant deferral / active EE | $18,918 | $9,865+91.8% | $9,331+102.7% | $6,507+190.7% |
| Admin fee / account holder | $2,791 | $17,692-84.2% | $16,305-82.9% | $12,624-77.9% |