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 | $106,682 | $214,378-50.2% | $200,582-46.8% | $142,382-25.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.49% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,300 | $6,841-51.8% | $6,419-48.6% | $4,299-23.3% |
| Participant deferral / active EE | $5,902 | $9,865-40.2% | $9,331-36.7% | $6,507-9.3% |
| Admin fee / account holder | $929 | $17,692-94.7% | $16,305-94.3% | $12,624-92.6% |