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 | $98,977 | $127,065-22.1% | $113,168-12.5% | $142,382-30.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.00% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,256 | $3,442-63.5% | $2,975-57.8% | $4,299-70.8% |
| Participant deferral / active EE | $7,097 | $5,716+24.1% | $5,107+39.0% | $6,507+9.1% |
| Admin fee / account holder | $48,554 | $15,736+208.6% | $12,068+302.3% | $12,624+284.6% |