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 | $89,433 | $117,983-24.2% | $101,794-12.1% | $142,382-37.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.13% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,177 | $2,773+50.6% | $2,289+82.5% | $4,299-2.9% |
| Participant deferral / active EE | $6,801 | $4,714+44.3% | $4,084+66.5% | $6,507+4.5% |
| Admin fee / account holder | $2,130 | $10,433-79.6% | $8,777-75.7% | $12,624-83.1% |