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 | $111,613 | $97,757+14.2% | $83,848+33.1% | $135,375-17.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 14.43% | 1287.37%-1272.9pp | 850.88%-836.5pp | 519.73%-505.3pp |
| Employer contribution / active EE | $1,550 | $4,222-63.3% | $3,631-57.3% | $4,779-67.6% |
| Participant deferral / active EE | $5,285 | $4,682+12.9% | $4,082+29.5% | $5,609-5.8% |
| Admin fee / account holder | $12,926 | $6,674+93.7% | $5,478+136.0% | $10,827+19.4% |