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 9-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 | $84,228 | $127,065-33.7% | $113,168-25.6% | $142,382-40.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.70% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,471 | $3,442-28.2% | $2,975-16.9% | $4,299-42.5% |
| Participant deferral / active EE | $10,716 | $5,716+87.5% | $5,107+109.8% | $6,507+64.7% |
| Admin fee / account holder | $2,314 | $15,736-85.3% | $12,068-80.8% | $12,624-81.7% |