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 | $93,109 | $114,381-18.6% | $107,525-13.4% | $142,382-34.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,637 | $4,015-34.3% | $3,754-29.7% | $4,299-38.7% |
| Participant deferral / active EE | $11,943 | $5,564+114.6% | $5,116+133.5% | $6,507+83.5% |
| Admin fee / account holder | $76,637 | $9,860+677.2% | $8,919+759.3% | $12,624+507.1% |