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 | $123,388 | $228,332-46.0% | $185,823-33.6% | $158,922-22.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.19% | 40.80%-29.6pp | 35.95%-24.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,944 | $4,967-40.7% | $4,087-28.0% | $4,761-38.2% |
| Participant deferral / active EE | $5,516 | $6,415-14.0% | $5,632-2.1% | $5,982-7.8% |
| Admin fee / account holder | $6,075 | $11,864-48.8% | $9,500-36.1% | $11,246-46.0% |