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 | $87,849 | $124,319-29.3% | $111,297-21.1% | $167,490-47.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.70% | 37.44%-20.7pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $5,983 | $3,435+74.2% | $2,731+119.1% | $4,837+23.7% |
| Participant deferral / active EE | $4,942 | $5,180-4.6% | $4,487+10.1% | $6,341-22.1% |
| Admin fee / account holder | $6,397 | $10,618-39.7% | $7,964-19.7% | $12,309-48.0% |