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 | $96,813 | $159,602-39.3% | $150,045-35.5% | $142,382-32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,607 | $4,961+93.7% | $4,693+104.7% | $4,299+123.5% |
| Participant deferral / active EE | $12,236 | $8,310+47.2% | $7,997+53.0% | $6,507+88.0% |
| Admin fee / account holder | $30,410 | $14,846+104.8% | $13,435+126.4% | $12,624+140.9% |