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 | $102,608 | $159,602-35.7% | $150,045-31.6% | $142,382-27.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,372 | $4,961-32.0% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $8,258 | $8,310-0.6% | $7,997+3.3% | $6,507+26.9% |
| Admin fee / account holder | $1,164 | $14,846-92.2% | $13,435-91.3% | $12,624-90.8% |