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 | $96,683 | $142,405-32.1% | $115,157-16.0% | $152,861-36.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.23% | 41.48%-18.2pp | 35.60%-12.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,394 | $4,010+9.6% | $3,179+38.2% | $4,762-7.7% |
| Participant deferral / active EE | $7,915 | $5,164+53.3% | $4,168+89.9% | $5,850+35.3% |
| Admin fee / account holder | $8,979 | $8,462+6.1% | $7,088+26.7% | $11,596-22.6% |