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 | $99,365 | $117,841-15.7% | $102,423-3.0% | $145,922-31.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 17.00% | 31.65%-14.6pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,449 | $3,615-59.9% | $3,023-52.1% | $4,660-68.9% |
| Participant deferral / active EE | $6,319 | $5,731+10.3% | $5,053+25.1% | $6,688-5.5% |
| Admin fee / account holder | $1,652 | $13,326-87.6% | $9,451-82.5% | $13,397-87.7% |