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 9-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 | $106,843 | $176,812-39.6% | $146,665-27.2% | $167,490-36.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.48% | 24.03%-1.6pp | 22.74%-0.3pp | 478.56%-456.1pp |
| Employer contribution / active EE | $4,856 | $5,160-5.9% | $4,136+17.4% | $4,837+0.4% |
| Participant deferral / active EE | $13,589 | $6,440+111.0% | $5,506+146.8% | $6,341+114.3% |
| Admin fee / account holder | $5,486 | $13,259-58.6% | $10,280-46.6% | $12,309-55.4% |