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 | $92,714 | $107,334-13.6% | $92,893-0.2% | $152,861-39.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.84% | 145.58%-128.7pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,975 | $4,221+17.9% | $3,653+36.2% | $4,762+4.5% |
| Participant deferral / active EE | $1,504 | $4,845-69.0% | $4,236-64.5% | $5,850-74.3% |
| Admin fee / account holder | $12,124 | $7,079+71.3% | $5,794+109.2% | $11,596+4.5% |