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 5-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 | $91,001 | $69,207+31.5% | $64,056+42.1% | $139,434-34.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.84% | 45.88%-31.0pp | 33.69%-18.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,395 | $3,182+69.5% | $2,747+96.4% | $4,751+13.6% |
| Participant deferral / active EE | $16,043 | $4,682+242.7% | $3,880+313.5% | $6,710+139.1% |
| Admin fee / account holder | $2,051 | $4,244-51.7% | $3,068-33.1% | $11,403-82.0% |