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 | $93,202 | $115,882-19.6% | $100,516-7.3% | $158,922-41.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.90% | 34.79%-26.9pp | 30.89%-23.0pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,383 | $4,103-17.6% | $3,418-1.0% | $4,761-28.9% |
| Participant deferral / active EE | $10,538 | $6,674+57.9% | $6,270+68.1% | $5,982+76.2% |
| Admin fee / account holder | $5,100 | $10,995-53.6% | $8,081-36.9% | $11,246-54.6% |