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 | $80,249 | $228,332-64.9% | $185,823-56.8% | $158,922-49.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 40.80%-26.1pp | 35.95%-21.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,520 | $4,967-69.4% | $4,087-62.8% | $4,761-68.1% |
| Participant deferral / active EE | $9,339 | $6,415+45.6% | $5,632+65.8% | $5,982+56.1% |
| Admin fee / account holder | $2,369 | $11,864-80.0% | $9,500-75.1% | $11,246-78.9% |