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 | $87,646 | $114,381-23.4% | $107,525-18.5% | $142,382-38.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,963 | $4,015+48.5% | $3,754+58.9% | $4,299+38.7% |
| Participant deferral / active EE | $10,564 | $5,564+89.9% | $5,116+106.5% | $6,507+62.3% |
| Admin fee / account holder | $1,403 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |