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 | $95,342 | $179,726-47.0% | $156,263-39.0% | $142,382-33.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.16% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,295 | $5,069-54.7% | $4,333-47.0% | $4,299-46.6% |
| Participant deferral / active EE | $4,903 | $6,956-29.5% | $6,158-20.4% | $6,507-24.7% |
| Admin fee / account holder | $29,132 | $17,272+68.7% | $14,255+104.4% | $12,624+130.8% |