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 | $105,305 | $179,726-41.4% | $156,263-32.6% | $142,382-26.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.41% | 77.86%-67.4pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,448 | $5,069-51.7% | $4,333-43.5% | $4,299-43.1% |
| Participant deferral / active EE | $4,987 | $6,956-28.3% | $6,158-19.0% | $6,507-23.4% |
| Admin fee / account holder | $51,474 | $17,272+198.0% | $14,255+261.1% | $12,624+307.8% |