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 9-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 | $94,352 | $94,752-0.4% | $112,887-16.4% | $139,434-32.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.11% | 40.88%-28.8pp | 34.10%-22.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $11,662 | $4,625+152.1% | $4,563+155.5% | $4,751+145.5% |
| Participant deferral / active EE | $8,153 | $6,512+25.2% | $6,513+25.2% | $6,710+21.5% |
| Admin fee / account holder | $9,409 | $8,527+10.3% | $7,047+33.5% | $11,403-17.5% |