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 | $100,093 | $201,272-50.3% | $184,203-45.7% | $145,922-31.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 29.00%-14.4pp | 28.81%-14.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,189 | $7,022-54.6% | $6,427-50.4% | $4,660-31.6% |
| Participant deferral / active EE | $8,771 | $9,806-10.6% | $9,131-3.9% | $6,688+31.1% |
| Admin fee / account holder | $5,613 | $16,364-65.7% | $13,901-59.6% | $13,397-58.1% |