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 | $92,720 | $177,572-47.8% | $154,803-40.1% | $142,382-34.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.12% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,201 | $4,810+49.7% | $4,305+67.3% | $4,299+67.5% |
| Participant deferral / active EE | $6,037 | $6,272-3.7% | $5,540+9.0% | $6,507-7.2% |
| Admin fee / account holder | $962 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |