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 | $91,343 | $99,341-8.1% | $84,750+7.8% | $273,961-66.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.96% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $12,525 | $4,214+197.2% | $3,574+250.4% | $4,869+157.2% |
| Participant deferral / active EE | $5,295 | $4,269+24.0% | $3,712+42.6% | $5,287+0.1% |
| Admin fee / account holder | $404 | $6,644-93.9% | $5,332-92.4% | $10,132-96.0% |