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 | $94,039 | $165,984-43.3% | $164,813-42.9% | $145,922-35.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.16% | 100.03%-76.9pp | 69.93%-46.8pp | 561.29%-538.1pp |
| Employer contribution / active EE | $5,665 | $5,273+7.4% | $4,341+30.5% | $4,660+21.6% |
| Participant deferral / active EE | $12,718 | $6,959+82.8% | $6,031+110.9% | $6,688+90.2% |
| Admin fee / account holder | $14,260 | $16,648-14.3% | $12,690+12.4% | $13,397+6.4% |