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 | $91,453 | $106,515-14.1% | $96,683-5.4% | $139,434-34.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.38% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,088 | $4,103-73.5% | $3,737-70.9% | $4,751-77.1% |
| Participant deferral / active EE | $6,547 | $5,454+20.0% | $4,878+34.2% | $6,710-2.4% |
| Admin fee / account holder | $643 | $7,877-91.8% | $6,730-90.4% | $11,403-94.4% |