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 | $84,605 | $176,056-51.9% | $159,436-46.9% | $167,490-49.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.07% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,198 | $5,297-39.6% | $4,829-33.8% | $4,837-33.9% |
| Participant deferral / active EE | $8,081 | $7,750+4.3% | $7,352+9.9% | $6,341+27.4% |
| Admin fee / account holder | $57,651 | $12,554+359.2% | $10,799+433.9% | $12,309+368.4% |