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 | $95,637 | $124,319-23.1% | $111,297-14.1% | $167,490-42.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.22% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,790 | $3,435+39.4% | $2,731+75.4% | $4,837-1.0% |
| Participant deferral / active EE | $11,387 | $5,180+119.8% | $4,487+153.8% | $6,341+79.6% |
| Admin fee / account holder | $3,798 | $10,618-64.2% | $7,964-52.3% | $12,309-69.1% |