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 | $89,831 | $118,450-24.2% | $98,439-8.7% | $139,434-35.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.81% | 18.94%-10.1pp | 21.16%-12.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $20,302 | $3,609+462.5% | $3,048+566.1% | $4,751+327.3% |
| Participant deferral / active EE | $11,692 | $5,392+116.8% | $4,738+146.8% | $6,710+74.2% |
| Admin fee / account holder | $955 | $14,026-93.2% | $8,948-89.3% | $11,403-91.6% |