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 | $86,481 | $152,587-43.3% | $125,175-30.9% | $152,861-43.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.99% | 54.84%-26.9pp | 43.79%-15.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,126 | $4,946-77.2% | $3,865-70.9% | $4,762-76.4% |
| Participant deferral / active EE | $2,491 | $5,868-57.5% | $4,937-49.5% | $5,850-57.4% |
| Admin fee / account holder | $3,587 | $13,434-73.3% | $9,702-63.0% | $11,596-69.1% |