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 | $99,287 | $157,256-36.9% | $141,162-29.7% | $152,861-35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.56% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,277 | $5,261-18.7% | $4,735-9.7% | $4,762-10.2% |
| Participant deferral / active EE | $11,021 | $7,109+55.0% | $6,709+64.3% | $5,850+88.4% |
| Admin fee / account holder | $18,236 | $12,120+50.5% | $10,261+77.7% | $11,596+57.3% |