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 | $98,374 | $201,272-51.1% | $184,203-46.6% | $145,922-32.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.04% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,540 | $7,022-35.3% | $6,427-29.4% | $4,660-2.6% |
| Participant deferral / active EE | $10,155 | $9,806+3.6% | $9,131+11.2% | $6,688+51.8% |
| Admin fee / account holder | $5,659 | $16,364-65.4% | $13,901-59.3% | $13,397-57.8% |