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 | $93,904 | $110,261-14.8% | $95,745-1.9% | $139,434-32.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 27.11%-11.1pp | 28.35%-12.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $8,024 | $3,257+146.4% | $2,835+183.1% | $4,751+68.9% |
| Participant deferral / active EE | $7,615 | $4,676+62.9% | $4,245+79.4% | $6,710+13.5% |
| Admin fee / account holder | $629 | $6,613-90.5% | $5,678-88.9% | $11,403-94.5% |