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 | $98,333 | $110,257-10.8% | $96,544+1.9% | $139,434-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.03% | 26.32%-4.3pp | 25.84%-3.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $6,952 | $3,620+92.0% | $2,965+134.5% | $4,751+46.3% |
| Participant deferral / active EE | $11,918 | $5,548+114.8% | $4,851+145.7% | $6,710+77.6% |
| Admin fee / account holder | $9,215 | $11,591-20.5% | $8,252+11.7% | $11,403-19.2% |