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 | $89,631 | $115,770-22.6% | $101,248-11.5% | $158,922-43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.54% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,851 | $4,175+16.2% | $3,660+32.5% | $4,761+1.9% |
| Participant deferral / active EE | $7,385 | $4,957+49.0% | $4,370+69.0% | $5,982+23.4% |
| Admin fee / account holder | $901 | $7,245-87.6% | $5,945-84.8% | $11,246-92.0% |