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 | $111,975 | $201,272-44.4% | $184,203-39.2% | $145,922-23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $11,395 | $7,022+62.3% | $6,427+77.3% | $4,660+144.6% |
| Participant deferral / active EE | $5,502 | $9,806-43.9% | $9,131-39.7% | $6,688-17.7% |
| Admin fee / account holder | $5,522 | $16,364-66.3% | $13,901-60.3% | $13,397-58.8% |