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 | $91,323 | $133,922-31.8% | $116,228-21.4% | $142,382-35.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.00% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,805 | $3,446-47.6% | $2,994-39.7% | $4,299-58.0% |
| Participant deferral / active EE | $6,871 | $5,672+21.1% | $4,953+38.7% | $6,507+5.6% |
| Admin fee / account holder | $11,382 | $14,945-23.8% | $11,989-5.1% | $12,624-9.8% |