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 | $84,090 | $177,572-52.6% | $154,803-45.7% | $142,382-40.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,784 | $4,810-21.3% | $4,305-12.1% | $4,299-12.0% |
| Participant deferral / active EE | $10,166 | $6,272+62.1% | $5,540+83.5% | $6,507+56.2% |
| Admin fee / account holder | $7,668 | $16,786-54.3% | $14,329-46.5% | $12,624-39.3% |