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 6-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 | $93,877 | $127,065-26.1% | $113,168-17.0% | $142,382-34.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.44% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,389 | $3,442-30.6% | $2,975-19.7% | $4,299-44.4% |
| Participant deferral / active EE | $9,476 | $5,716+65.8% | $5,107+85.6% | $6,507+45.6% |
| Admin fee / account holder | $1,056 | $15,736-93.3% | $12,068-91.2% | $12,624-91.6% |