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 | $93,283 | $93,571-0.3% | $135,903-31.4% | $75,163+24.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,665 | $3,537+60.2% | $4,856+16.7% | $2,670+112.2% |
| Participant deferral / active EE | $7,968 | $6,404+24.4% | $7,758+2.7% | $4,125+93.2% |
| Admin fee / account holder | $2,115 | $6,975-69.7% | $10,762-80.3% | $5,651-62.6% |