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 7-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 | $89,342 | $159,602-44.0% | $150,045-40.5% | $142,382-37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,371 | $4,961+8.3% | $4,693+14.4% | $4,299+24.9% |
| Participant deferral / active EE | $10,690 | $8,310+28.6% | $7,997+33.7% | $6,507+64.3% |
| Admin fee / account holder | $703 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |