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 | $98,416 | $104,974-6.2% | $95,585+3.0% | $142,382-30.9% |
| Participation rate | 95.5% | 75.0%+20.5pp | 72.1%+23.4pp | 80.1%+15.3pp |
| Annual return | 12.93% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,350 | $2,779+128.5% | $2,527+151.3% | $4,299+47.7% |
| Participant deferral / active EE | $4,861 | $4,352+11.7% | $4,023+20.9% | $6,507-25.3% |
| Admin fee / account holder | $1,742 | $6,386-72.7% | $6,127-71.6% | $12,624-86.2% |