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 | $167,290 | $214,378-22.0% | $200,582-16.6% | $142,382+17.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.99% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,553 | $6,841-33.4% | $6,419-29.1% | $4,299+5.9% |
| Participant deferral / active EE | $3,500 | $9,865-64.5% | $9,331-62.5% | $6,507-46.2% |
| Admin fee / account holder | $8,753 | $17,692-50.5% | $16,305-46.3% | $12,624-30.7% |