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 8-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 | $88,691 | $117,983-24.8% | $101,794-12.9% | $142,382-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.87% | 36.92%-20.0pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,938 | $2,773+42.0% | $2,289+72.0% | $4,299-8.4% |
| Participant deferral / active EE | $10,894 | $4,714+131.1% | $4,084+166.8% | $6,507+67.4% |
| Admin fee / account holder | $5,595 | $10,433-46.4% | $8,777-36.3% | $12,624-55.7% |