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 9-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 | $97,787 | $69,207+41.3% | $64,056+52.7% | $139,434-29.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 45.88%-35.0pp | 33.69%-22.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $10,988 | $3,182+245.3% | $2,747+300.1% | $4,751+131.3% |
| Participant deferral / active EE | $10,269 | $4,682+119.3% | $3,880+164.7% | $6,710+53.0% |
| Admin fee / account holder | $1,197 | $4,244-71.8% | $3,068-61.0% | $11,403-89.5% |