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 | $91,750 | $114,381-19.8% | $107,525-14.7% | $142,382-35.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.69% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,606 | $4,015+14.7% | $3,754+22.7% | $4,299+7.1% |
| Participant deferral / active EE | $11,777 | $5,564+111.6% | $5,116+130.2% | $6,507+81.0% |
| Admin fee / account holder | $3,287 | $9,860-66.7% | $8,919-63.1% | $12,624-74.0% |