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 | $89,446 | $157,256-43.1% | $141,162-36.6% | $152,861-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.72% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,419 | $5,261-35.0% | $4,735-27.8% | $4,762-28.2% |
| Participant deferral / active EE | $4,899 | $7,109-31.1% | $6,709-27.0% | $5,850-16.3% |
| Admin fee / account holder | $51,512 | $12,120+325.0% | $10,261+402.0% | $11,596+344.2% |