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 4-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 | $86,332 | $238,490-63.8% | $180,183-52.1% | $142,382-39.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.05% | 33.56%-17.5pp | 27.86%-11.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,003 | $6,143+30.3% | $5,039+58.8% | $4,299+86.1% |
| Participant deferral / active EE | $14,439 | $7,996+80.6% | $6,822+111.6% | $6,507+121.9% |
| Admin fee / account holder | $5,989 | $28,866-79.3% | $19,975-70.0% | $12,624-52.6% |