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 | $96,029 | $179,726-46.6% | $156,263-38.5% | $142,382-32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.76% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,524 | $5,069-10.8% | $4,333+4.4% | $4,299+5.2% |
| Participant deferral / active EE | $5,250 | $6,956-24.5% | $6,158-14.7% | $6,507-19.3% |
| Admin fee / account holder | $600 | $17,272-96.5% | $14,255-95.8% | $12,624-95.3% |