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 | $95,897 | $179,726-46.6% | $156,263-38.6% | $142,382-32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.95% | 77.86%-54.9pp | 59.47%-36.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,276 | $5,069-55.1% | $4,333-47.5% | $4,299-47.1% |
| Participant deferral / active EE | $9,650 | $6,956+38.7% | $6,158+56.7% | $6,507+48.3% |
| Admin fee / account holder | $2,443 | $17,272-85.9% | $14,255-82.9% | $12,624-80.6% |