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 | $88,908 | $152,587-41.7% | $125,175-29.0% | $152,861-41.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.02% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $5,357 | $4,946+8.3% | $3,865+38.6% | $4,762+12.5% |
| Participant deferral / active EE | $3,941 | $5,868-32.8% | $4,937-20.2% | $5,850-32.6% |
| Admin fee / account holder | $10,412 | $13,434-22.5% | $9,702+7.3% | $11,596-10.2% |