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 | $101,631 | $165,335-38.5% | $149,696-32.1% | $158,922-36.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.00% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,936 | $5,103-22.9% | $4,644-15.3% | $4,761-17.3% |
| Participant deferral / active EE | $13,108 | $7,181+82.5% | $6,842+91.6% | $5,982+119.1% |
| Admin fee / account holder | $8,170 | $10,807-24.4% | $9,309-12.2% | $11,246-27.4% |