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 | $99,734 | $180,028-44.6% | $138,135-27.8% | $158,922-37.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.29% | 21.68%-9.4pp | 20.51%-8.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,988 | $7,470-60.0% | $5,587-46.5% | $4,761-37.2% |
| Participant deferral / active EE | $4,397 | $7,717-43.0% | $6,431-31.6% | $5,982-26.5% |
| Admin fee / account holder | $3,802 | $17,912-78.8% | $11,856-67.9% | $11,246-66.2% |