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 | $99,605 | $214,378-53.5% | $200,582-50.3% | $142,382-30.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.84% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,133 | $6,841-25.0% | $6,419-20.0% | $4,299+19.4% |
| Participant deferral / active EE | $5,065 | $9,865-48.7% | $9,331-45.7% | $6,507-22.2% |
| Admin fee / account holder | $664 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |