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 | $85,510 | $114,381-25.2% | $107,525-20.5% | $142,382-39.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.50% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,422 | $4,015-14.8% | $3,754-8.8% | $4,299-20.4% |
| Participant deferral / active EE | $13,878 | $5,564+149.4% | $5,116+171.3% | $6,507+113.3% |
| Admin fee / account holder | $2,050 | $9,860-79.2% | $8,919-77.0% | $12,624-83.8% |