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 | $94,044 | $94,625-0.6% | $116,228-19.1% | $84,808+10.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.63% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,425 | $2,347+131.2% | $2,994+81.2% | $2,631+106.2% |
| Participant deferral / active EE | $8,689 | $3,972+118.8% | $4,953+75.4% | $4,212+106.3% |
| Admin fee / account holder | $2,481 | $10,091-75.4% | $11,989-79.3% | $7,344-66.2% |