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 | $86,336 | $103,376-16.5% | $87,100-0.9% | $152,861-43.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.17% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,769 | $3,220-45.1% | $2,521-29.9% | $4,762-62.9% |
| Participant deferral / active EE | $4,193 | $4,778-12.2% | $4,049+3.6% | $5,850-28.3% |
| Admin fee / account holder | $467 | $12,205-96.2% | $7,497-93.8% | $11,596-96.0% |