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 | $88,245 | $117,381-24.8% | $99,443-11.3% | $152,861-42.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.50% | 31.87%-12.4pp | 30.72%-11.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,803 | $3,013-40.2% | $2,540-29.0% | $4,762-62.1% |
| Participant deferral / active EE | $18,755 | $4,086+359.0% | $3,619+418.3% | $5,850+220.6% |
| Admin fee / account holder | $927 | $7,631-87.9% | $6,250-85.2% | $11,596-92.0% |