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 | $96,715 | $109,881-12.0% | $150,045-35.5% | $84,808+14.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,930 | $3,561-17.7% | $4,693-37.6% | $2,631+11.4% |
| Participant deferral / active EE | $8,671 | $6,636+30.7% | $7,997+8.4% | $4,212+105.9% |
| Admin fee / account holder | $4,229 | $8,568-50.6% | $13,435-68.5% | $7,344-42.4% |