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 7-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 | $95,809 | $117,983-18.8% | $101,794-5.9% | $142,382-32.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.68% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $16,031 | $2,773+478.2% | $2,289+600.4% | $4,299+272.9% |
| Participant deferral / active EE | $9,760 | $4,714+107.1% | $4,084+139.0% | $6,507+50.0% |
| Admin fee / account holder | $1,155 | $10,433-88.9% | $8,777-86.8% | $12,624-90.9% |