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 | $80,023 | $163,101-50.9% | $136,749-41.5% | $142,382-43.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.81% | 27.54%-6.7pp | 24.33%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,289 | $4,117-20.1% | $3,400-3.3% | $4,299-23.5% |
| Participant deferral / active EE | $8,879 | $5,585+59.0% | $4,692+89.2% | $6,507+36.5% |
| Admin fee / account holder | $4,450 | $14,318-68.9% | $11,386-60.9% | $12,624-64.8% |