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 | $83,354 | $127,065-34.4% | $113,168-26.3% | $142,382-41.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.56% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,801 | $3,442-18.6% | $2,975-5.9% | $4,299-34.9% |
| Participant deferral / active EE | $11,093 | $5,716+94.1% | $5,107+117.2% | $6,507+70.5% |
| Admin fee / account holder | $1,722 | $15,736-89.1% | $12,068-85.7% | $12,624-86.4% |