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 | $101,711 | $214,378-52.6% | $200,582-49.3% | $142,382-28.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.49% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $13,038 | $6,841+90.6% | $6,419+103.1% | $4,299+203.3% |
| Participant deferral / active EE | $11,868 | $9,865+20.3% | $9,331+27.2% | $6,507+82.4% |
| Admin fee / account holder | $7,567 | $17,692-57.2% | $16,305-53.6% | $12,624-40.1% |