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 | $85,859 | $106,515-19.4% | $96,683-11.2% | $139,434-38.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,484 | $4,103-39.5% | $3,737-33.5% | $4,751-47.7% |
| Participant deferral / active EE | $8,380 | $5,454+53.6% | $4,878+71.8% | $6,710+24.9% |
| Admin fee / account holder | $11,199 | $7,877+42.2% | $6,730+66.4% | $11,403-1.8% |