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 | $91,807 | $165,335-44.5% | $149,696-38.7% | $158,922-42.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.06% | 348.15%-321.1pp | 276.60%-249.5pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,616 | $5,103-48.7% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $6,253 | $7,181-12.9% | $6,842-8.6% | $5,982+4.5% |
| Admin fee / account holder | $3,379 | $10,807-68.7% | $9,309-63.7% | $11,246-70.0% |