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 | $93,297 | $115,770-19.4% | $101,248-7.9% | $158,922-41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.15% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $14,596 | $4,175+249.6% | $3,660+298.8% | $4,761+206.6% |
| Participant deferral / active EE | $13,751 | $4,957+177.4% | $4,370+214.7% | $5,982+129.9% |
| Admin fee / account holder | $337 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |