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 | $95,226 | $157,256-39.4% | $141,162-32.5% | $152,861-37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.46% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $8,294 | $5,261+57.7% | $4,735+75.2% | $4,762+74.2% |
| Participant deferral / active EE | $14,604 | $7,109+105.4% | $6,709+117.7% | $5,850+149.6% |
| Admin fee / account holder | $2,712 | $12,120-77.6% | $10,261-73.6% | $11,596-76.6% |