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 9-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 | $139,995 | $214,378-34.7% | $200,582-30.2% | $142,382-1.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.32% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,935 | $6,841-42.5% | $6,419-38.7% | $4,299-8.5% |
| Participant deferral / active EE | $11,602 | $9,865+17.6% | $9,331+24.3% | $6,507+78.3% |
| Admin fee / account holder | $91,034 | $17,692+414.5% | $16,305+458.3% | $12,624+621.1% |