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 | $90,697 | $108,919-16.7% | $100,391-9.7% | $145,922-37.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,839 | $4,419-13.1% | $3,942-2.6% | $4,660-17.6% |
| Participant deferral / active EE | $9,886 | $8,445+17.1% | $8,082+22.3% | $6,688+47.8% |
| Admin fee / account holder | $2,684 | $9,689-72.3% | $7,899-66.0% | $13,397-80.0% |