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 | $86,114 | $105,126-18.1% | $94,646-9.0% | $139,434-38.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.37% | 38.03%-19.7pp | 156.71%-138.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,146 | $4,106-47.7% | $3,672-41.5% | $4,751-54.8% |
| Participant deferral / active EE | $7,010 | $7,599-7.8% | $7,418-5.5% | $6,710+4.5% |
| Admin fee / account holder | $474 | $8,984-94.7% | $7,231-93.4% | $11,403-95.8% |