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 | $96,664 | $142,405-32.1% | $115,157-16.1% | $152,861-36.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.97% | 41.48%-22.5pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,918 | $4,010-2.3% | $3,179+23.3% | $4,762-17.7% |
| Participant deferral / active EE | $6,506 | $5,164+26.0% | $4,168+56.1% | $5,850+11.2% |
| Admin fee / account holder | $4,409 | $8,462-47.9% | $7,088-37.8% | $11,596-62.0% |