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 | $96,162 | $96,965-0.8% | $97,995-1.9% | $147,584-34.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 20.10% | 24.11%-4.0pp | 23.94%-3.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,075 | $4,536-54.3% | $4,158-50.1% | $4,876-57.5% |
| Participant deferral / active EE | $4,086 | $5,081-19.6% | $5,097-19.8% | $5,439-24.9% |
| Admin fee / account holder | $1,362 | $8,120-83.2% | $5,943-77.1% | $10,885-87.5% |