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 7-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 | $110,035 | $201,272-45.3% | $184,203-40.3% | $145,922-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.42% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $4,275 | $7,022-39.1% | $6,427-33.5% | $4,660-8.3% |
| Participant deferral / active EE | $8,475 | $9,806-13.6% | $9,131-7.2% | $6,688+26.7% |
| Admin fee / account holder | $1,020 | $16,364-93.8% | $13,901-92.7% | $13,397-92.4% |