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 | $81,828 | $142,405-42.5% | $115,157-28.9% | $152,861-46.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.02% | 41.48%-15.5pp | 35.60%-9.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,909 | $4,010-27.5% | $3,179-8.5% | $4,762-38.9% |
| Participant deferral / active EE | $5,730 | $5,164+11.0% | $4,168+37.5% | $5,850-2.1% |
| Admin fee / account holder | $1,109 | $8,462-86.9% | $7,088-84.4% | $11,596-90.4% |