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 | $87,743 | $135,952-35.5% | $123,892-29.2% | $273,961-68.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,141 | $5,170-19.9% | $4,617-10.3% | $4,869-14.9% |
| Participant deferral / active EE | $9,459 | $6,343+49.1% | $5,984+58.1% | $5,287+78.9% |
| Admin fee / account holder | $774 | $9,817-92.1% | $8,357-90.7% | $10,132-92.4% |