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 | $93,189 | $105,126-11.4% | $94,646-1.5% | $139,434-33.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 38.03%-22.2pp | 156.71%-140.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,411 | $4,106+7.4% | $3,672+20.1% | $4,751-7.2% |
| Participant deferral / active EE | $4,352 | $7,599-42.7% | $7,418-41.3% | $6,710-35.1% |
| Admin fee / account holder | $1,445 | $8,984-83.9% | $7,231-80.0% | $11,403-87.3% |