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 | $106,199 | $114,381-7.2% | $107,525-1.2% | $142,382-25.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,825 | $4,015+119.8% | $3,754+135.1% | $4,299+105.3% |
| Participant deferral / active EE | $4,492 | $5,564-19.3% | $5,116-12.2% | $6,507-31.0% |
| Admin fee / account holder | $1,982 | $9,860-79.9% | $8,919-77.8% | $12,624-84.3% |