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 | $88,905 | $95,266-6.7% | $82,389+7.9% | $142,382-37.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.82% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,929 | $2,991+198.5% | $2,517+254.7% | $4,299+107.7% |
| Participant deferral / active EE | $6,492 | $4,809+35.0% | $4,155+56.3% | $6,507-0.2% |
| Admin fee / account holder | $853 | $8,563-90.0% | $7,231-88.2% | $12,624-93.2% |