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 | $90,135 | $106,515-15.4% | $96,683-6.8% | $139,434-35.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $10,093 | $4,103+146.0% | $3,737+170.1% | $4,751+112.4% |
| Participant deferral / active EE | $16,860 | $5,454+209.1% | $4,878+245.6% | $6,710+151.3% |
| Admin fee / account holder | $650 | $7,877-91.8% | $6,730-90.3% | $11,403-94.3% |