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 | $98,219 | $162,781-39.7% | $133,956-26.7% | $158,922-38.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.74% | 41.94%-24.2pp | 45.09%-27.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,267 | $4,975-34.3% | $3,919-16.6% | $4,761-31.4% |
| Participant deferral / active EE | $7,051 | $5,911+19.3% | $5,048+39.7% | $5,982+17.9% |
| Admin fee / account holder | $3,286 | $11,736-72.0% | $8,927-63.2% | $11,246-70.8% |