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 5-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 | $97,555 | $124,281-21.5% | $109,143-10.6% | $167,490-41.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.66% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $15,847 | $4,207+276.7% | $3,722+325.8% | $4,837+227.6% |
| Participant deferral / active EE | $9,015 | $5,255+71.5% | $4,653+93.7% | $6,341+42.2% |
| Admin fee / account holder | $723 | $7,970-90.9% | $6,752-89.3% | $12,309-94.1% |