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 | $79,482 | $162,781-51.2% | $133,956-40.7% | $158,922-50.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.97% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,406 | $4,975-31.5% | $3,919-13.1% | $4,761-28.5% |
| Participant deferral / active EE | $5,301 | $5,911-10.3% | $5,048+5.0% | $5,982-11.4% |
| Admin fee / account holder | $7,045 | $11,736-40.0% | $8,927-21.1% | $11,246-37.4% |