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 | $87,926 | $108,919-19.3% | $100,391-12.4% | $145,922-39.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,994 | $4,419+35.6% | $3,942+52.1% | $4,660+28.6% |
| Participant deferral / active EE | $11,138 | $8,445+31.9% | $8,082+37.8% | $6,688+66.5% |
| Admin fee / account holder | $1,172 | $9,689-87.9% | $7,899-85.2% | $13,397-91.3% |