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 | $83,398 | $160,055-47.9% | $140,016-40.4% | $135,375-38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.03% | 911.38%-902.4pp | 651.12%-642.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $3,569 | $6,420-44.4% | $5,606-36.3% | $4,779-25.3% |
| Participant deferral / active EE | $5,356 | $7,642-29.9% | $6,927-22.7% | $5,609-4.5% |
| Admin fee / account holder | $7,472 | $13,328-43.9% | $10,705-30.2% | $10,827-31.0% |