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 9-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 | $102,723 | $110,257-6.8% | $96,544+6.4% | $139,434-26.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.49% | 26.32%-9.8pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,068 | $3,620+40.0% | $2,965+70.9% | $4,751+6.7% |
| Participant deferral / active EE | $10,688 | $5,548+92.6% | $4,851+120.3% | $6,710+59.3% |
| Admin fee / account holder | $36,930 | $11,591+218.6% | $8,252+347.5% | $11,403+223.9% |