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 | $100,751 | $214,378-53.0% | $200,582-49.8% | $142,382-29.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.44% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,367 | $6,841-36.2% | $6,419-32.0% | $4,299+1.6% |
| Participant deferral / active EE | $7,337 | $9,865-25.6% | $9,331-21.4% | $6,507+12.8% |
| Admin fee / account holder | $4,758 | $17,692-73.1% | $16,305-70.8% | $12,624-62.3% |