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 | $99,513 | $117,841-15.6% | $102,423-2.8% | $145,922-31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,004 | $3,615+10.8% | $3,023+32.4% | $4,660-14.1% |
| Participant deferral / active EE | $8,783 | $5,731+53.3% | $5,053+73.8% | $6,688+31.3% |
| Admin fee / account holder | $1,666 | $13,326-87.5% | $9,451-82.4% | $13,397-87.6% |