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 | $85,257 | $110,261-22.7% | $95,745-11.0% | $139,434-38.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.60% | 27.11%-6.5pp | 28.35%-7.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $9,489 | $3,257+191.3% | $2,835+234.8% | $4,751+99.7% |
| Participant deferral / active EE | $7,069 | $4,676+51.2% | $4,245+66.5% | $6,710+5.3% |
| Admin fee / account holder | $4,612 | $6,613-30.3% | $5,678-18.8% | $11,403-59.6% |