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 | $98,778 | $114,381-13.6% | $107,525-8.1% | $142,382-30.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,058 | $4,015-23.8% | $3,754-18.5% | $4,299-28.9% |
| Participant deferral / active EE | $7,490 | $5,564+34.6% | $5,116+46.4% | $6,507+15.1% |
| Admin fee / account holder | $2,143 | $9,860-78.3% | $8,919-76.0% | $12,624-83.0% |