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 | $98,735 | $118,849-16.9% | $96,562+2.3% | $167,490-41.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.27% | 50.49%-29.2pp | 37.78%-16.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $3,018 | $3,120-3.2% | $2,356+28.1% | $4,837-37.6% |
| Participant deferral / active EE | $3,989 | $4,616-13.6% | $3,849+3.6% | $6,341-37.1% |
| Admin fee / account holder | $7,872 | $8,065-2.4% | $6,181+27.4% | $12,309-36.0% |