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 9-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 | $90,619 | $111,724-18.9% | $93,606-3.2% | $145,922-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.00% | 202.98%-185.0pp | 133.20%-115.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,769 | $3,090-42.8% | $2,420-26.9% | $4,660-62.0% |
| Participant deferral / active EE | $5,837 | $4,912+18.8% | $4,411+32.3% | $6,688-12.7% |
| Admin fee / account holder | $3,966 | $10,250-61.3% | $8,285-52.1% | $13,397-70.4% |