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 | $110,507 | $175,202-36.9% | $149,673-26.2% | $139,434-20.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.11% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,587 | $5,474-16.2% | $4,818-4.8% | $4,751-3.5% |
| Participant deferral / active EE | $7,171 | $6,519+10.0% | $5,680+26.3% | $6,710+6.9% |
| Admin fee / account holder | $531 | $16,150-96.7% | $13,210-96.0% | $11,403-95.3% |