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 | $92,522 | $159,602-42.0% | $150,045-38.3% | $142,382-35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.86% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,540 | $4,961+92.3% | $4,693+103.3% | $4,299+121.9% |
| Participant deferral / active EE | $10,615 | $8,310+27.7% | $7,997+32.7% | $6,507+63.1% |
| Admin fee / account holder | $1,692 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |