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 | $124,563 | $214,378-41.9% | $200,582-37.9% | $142,382-12.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.29% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,655 | $6,841-46.6% | $6,419-43.1% | $4,299-15.0% |
| Participant deferral / active EE | $9,629 | $9,865-2.4% | $9,331+3.2% | $6,507+48.0% |
| Admin fee / account holder | $3,930 | $17,692-77.8% | $16,305-75.9% | $12,624-68.9% |