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 | $81,458 | $111,754-27.1% | $103,333-21.2% | $145,922-44.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.12% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,399 | $4,212+4.4% | $3,868+13.7% | $4,660-5.6% |
| Participant deferral / active EE | $9,311 | $5,619+65.7% | $5,057+84.1% | $6,688+39.2% |
| Admin fee / account holder | $11,379 | $9,750+16.7% | $8,355+36.2% | $13,397-15.1% |