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 5-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 | $106,645 | $214,378-50.3% | $200,582-46.8% | $142,382-25.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.32% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,520 | $6,841+24.5% | $6,419+32.7% | $4,299+98.2% |
| Participant deferral / active EE | $14,115 | $9,865+43.1% | $9,331+51.3% | $6,507+116.9% |
| Admin fee / account holder | $5,749 | $17,692-67.5% | $16,305-64.7% | $12,624-54.5% |