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 | $99,355 | $90,503+9.8% | $78,689+26.3% | $273,961-63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.20% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,465 | $3,176-22.4% | $2,851-13.5% | $4,869-49.4% |
| Participant deferral / active EE | $5,575 | $3,901+42.9% | $3,517+58.5% | $5,287+5.4% |
| Admin fee / account holder | $1,884 | $5,263-64.2% | $4,510-58.2% | $10,132-81.4% |