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 | $103,565 | $165,335-37.4% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $9,148 | $5,103+79.3% | $4,644+97.0% | $4,761+92.1% |
| Participant deferral / active EE | $6,610 | $7,181-8.0% | $6,842-3.4% | $5,982+10.5% |
| Admin fee / account holder | $636 | $10,807-94.1% | $9,309-93.2% | $11,246-94.3% |