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 | $85,463 | $238,490-64.2% | $180,183-52.6% | $142,382-40.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.82% | 33.56%-22.7pp | 27.86%-17.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $4,860 | $6,143-20.9% | $5,039-3.5% | $4,299+13.0% |
| Participant deferral / active EE | $6,989 | $7,996-12.6% | $6,822+2.4% | $6,507+7.4% |
| Admin fee / account holder | $1,115 | $28,866-96.1% | $19,975-94.4% | $12,624-91.2% |