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 | $94,429 | $228,332-58.6% | $185,823-49.2% | $158,922-40.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.02% | 40.80%-31.8pp | 35.95%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $8,233 | $4,967+65.8% | $4,087+101.4% | $4,761+72.9% |
| Participant deferral / active EE | $4,559 | $6,415-28.9% | $5,632-19.0% | $5,982-23.8% |
| Admin fee / account holder | $26,395 | $11,864+122.5% | $9,500+177.8% | $11,246+134.7% |