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 | $116,512 | $214,378-45.7% | $200,582-41.9% | $142,382-18.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.04% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $10,384 | $6,841+51.8% | $6,419+61.8% | $4,299+141.5% |
| Participant deferral / active EE | $9,543 | $9,865-3.3% | $9,331+2.3% | $6,507+46.6% |
| Admin fee / account holder | $3,547 | $17,692-80.0% | $16,305-78.2% | $12,624-71.9% |