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 6-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 | $96,566 | $97,744-1.2% | $103,476-6.7% | $145,922-33.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 25.41%-13.4pp | 23.90%-11.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,054 | $4,677+29.4% | $4,672+29.6% | $4,660+29.9% |
| Participant deferral / active EE | $6,905 | $6,603+4.6% | $6,623+4.3% | $6,688+3.2% |
| Admin fee / account holder | $31,511 | $12,515+151.8% | $9,413+234.8% | $13,397+135.2% |