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 | $87,689 | $177,572-50.6% | $154,803-43.4% | $142,382-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,103 | $4,810+47.7% | $4,305+65.0% | $4,299+65.2% |
| Participant deferral / active EE | $9,712 | $6,272+54.9% | $5,540+75.3% | $6,507+49.2% |
| Admin fee / account holder | $1,995 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |