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 | $96,290 | $176,056-45.3% | $159,436-39.6% | $167,490-42.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.69% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,274 | $5,297-38.2% | $4,829-32.2% | $4,837-32.3% |
| Participant deferral / active EE | $7,110 | $7,750-8.3% | $7,352-3.3% | $6,341+12.1% |
| Admin fee / account holder | $1,085 | $12,554-91.4% | $10,799-89.9% | $12,309-91.2% |