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 | $92,639 | $109,359-15.3% | $162,163-42.9% | $72,985+26.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 34.41% | 25.46%+9.0pp | 115.59%-81.2pp | 81.00%-46.6pp |
| Employer contribution / active EE | $4,140 | $3,907+5.9% | $5,614-26.3% | $2,440+69.7% |
| Participant deferral / active EE | $3,668 | $5,481-33.1% | $7,298-49.7% | $3,607+1.7% |
| Admin fee / account holder | $1,226 | $7,972-84.6% | $10,843-88.7% | $5,124-76.1% |