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 9-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 | $93,090 | $109,881-15.3% | $150,045-38.0% | $84,808+9.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.69% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,321 | $3,561+21.3% | $4,693-7.9% | $2,631+64.2% |
| Participant deferral / active EE | $15,259 | $6,636+129.9% | $7,997+90.8% | $4,212+262.3% |
| Admin fee / account holder | $23,807 | $8,568+177.9% | $13,435+77.2% | $7,344+224.2% |