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 | $132,620 | $202,432-34.5% | $169,368-21.7% | $139,434-4.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 531.74%-521.8pp | 405.60%-395.7pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,157 | $4,692-54.0% | $4,013-46.3% | $4,751-54.6% |
| Participant deferral / active EE | $3,387 | $6,938-51.2% | $6,221-45.6% | $6,710-49.5% |
| Admin fee / account holder | $1,187 | $10,708-88.9% | $9,003-86.8% | $11,403-89.6% |