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 | $83,739 | $227,553-63.2% | $189,557-55.8% | $167,490-50.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.62% | 78.40%-61.8pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,845 | $5,316-65.3% | $4,412-58.2% | $4,837-61.9% |
| Participant deferral / active EE | $9,891 | $7,002+41.3% | $6,174+60.2% | $6,341+56.0% |
| Admin fee / account holder | $1,075 | $11,878-90.9% | $9,807-89.0% | $12,309-91.3% |