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 7-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 | $92,547 | $238,490-61.2% | $180,183-48.6% | $142,382-35.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.96% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,709 | $6,143-55.9% | $5,039-46.2% | $4,299-37.0% |
| Participant deferral / active EE | $7,145 | $7,996-10.6% | $6,822+4.7% | $6,507+9.8% |
| Admin fee / account holder | $15,081 | $28,866-47.8% | $19,975-24.5% | $12,624+19.5% |