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 | $99,297 | $109,359-9.2% | $162,163-38.8% | $72,985+36.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.10% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,393 | $3,907-38.7% | $5,614-57.4% | $2,440-1.9% |
| Participant deferral / active EE | $5,408 | $5,481-1.3% | $7,298-25.9% | $3,607+49.9% |
| Admin fee / account holder | $10,235 | $7,972+28.4% | $10,843-5.6% | $5,124+99.7% |