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 | $99,754 | $135,952-26.6% | $123,892-19.5% | $273,961-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.73% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $7,108 | $5,170+37.5% | $4,617+53.9% | $4,869+46.0% |
| Participant deferral / active EE | $10,096 | $6,343+59.2% | $5,984+68.7% | $5,287+90.9% |
| Admin fee / account holder | $781 | $9,817-92.0% | $8,357-90.7% | $10,132-92.3% |