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 | $98,759 | $214,378-53.9% | $200,582-50.8% | $142,382-30.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.42% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,792 | $6,841-44.6% | $6,419-40.9% | $4,299-11.8% |
| Participant deferral / active EE | $7,136 | $9,865-27.7% | $9,331-23.5% | $6,507+9.7% |
| Admin fee / account holder | $1,507 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |