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 | $92,500 | $214,378-56.9% | $200,582-53.9% | $142,382-35.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.98% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,801 | $6,841-59.1% | $6,419-56.4% | $4,299-34.8% |
| Participant deferral / active EE | $4,995 | $9,865-49.4% | $9,331-46.5% | $6,507-23.2% |
| Admin fee / account holder | $12,697 | $17,692-28.2% | $16,305-22.1% | $12,624+0.6% |