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 | $93,008 | $106,515-12.7% | $96,683-3.8% | $139,434-33.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.64% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $22,917 | $4,103+458.6% | $3,737+513.3% | $4,751+382.4% |
| Participant deferral / active EE | $11,590 | $5,454+112.5% | $4,878+137.6% | $6,710+72.7% |
| Admin fee / account holder | $761 | $7,877-90.3% | $6,730-88.7% | $11,403-93.3% |