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 | $112,586 | $214,378-47.5% | $200,582-43.9% | $142,382-20.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.09% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,560 | $6,841-62.6% | $6,419-60.1% | $4,299-40.5% |
| Participant deferral / active EE | $3,766 | $9,865-61.8% | $9,331-59.6% | $6,507-42.1% |
| Admin fee / account holder | $6,646 | $17,692-62.4% | $16,305-59.2% | $12,624-47.4% |