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 8-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 | $102,215 | $117,841-13.3% | $102,423-0.2% | $145,922-30.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.86% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,396 | $3,615-33.7% | $3,023-20.7% | $4,660-48.6% |
| Participant deferral / active EE | $10,443 | $5,731+82.2% | $5,053+106.7% | $6,688+56.2% |
| Admin fee / account holder | $2,145 | $13,326-83.9% | $9,451-77.3% | $13,397-84.0% |