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 | $92,570 | $175,202-47.2% | $149,673-38.2% | $139,434-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.63% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,099 | $5,474-61.7% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $4,526 | $6,519-30.6% | $5,680-20.3% | $6,710-32.6% |
| Admin fee / account holder | $14,145 | $16,150-12.4% | $13,210+7.1% | $11,403+24.0% |