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 | $89,091 | $183,519-51.5% | $155,509-42.7% | $145,922-38.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,561 | $5,313-33.0% | $4,672-23.8% | $4,660-23.6% |
| Participant deferral / active EE | $3,376 | $6,462-47.8% | $5,626-40.0% | $6,688-49.5% |
| Admin fee / account holder | $912 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |