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 | $95,720 | $98,750-3.1% | $149,696-36.1% | $79,858+19.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.93% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,241 | $3,216+0.8% | $4,644-30.2% | $2,471+31.2% |
| Participant deferral / active EE | $7,108 | $5,680+25.1% | $6,842+3.9% | $3,740+90.0% |
| Admin fee / account holder | $7,389 | $6,053+22.1% | $9,309-20.6% | $5,306+39.2% |