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 | $98,231 | $179,726-45.3% | $156,263-37.1% | $142,382-31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.20% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,286 | $5,069-35.2% | $4,333-24.2% | $4,299-23.6% |
| Participant deferral / active EE | $6,824 | $6,956-1.9% | $6,158+10.8% | $6,507+4.9% |
| Admin fee / account holder | $685 | $17,272-96.0% | $14,255-95.2% | $12,624-94.6% |