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 | $100,785 | $114,381-11.9% | $107,525-6.3% | $142,382-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.27% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,263 | $4,015-68.5% | $3,754-66.3% | $4,299-70.6% |
| Participant deferral / active EE | $2,387 | $5,564-57.1% | $5,116-53.3% | $6,507-63.3% |
| Admin fee / account holder | $3,686 | $9,860-62.6% | $8,919-58.7% | $12,624-70.8% |