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 | $92,346 | $106,515-13.3% | $96,683-4.5% | $139,434-33.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.62% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,783 | $4,103-7.8% | $3,737+1.2% | $4,751-20.4% |
| Participant deferral / active EE | $7,730 | $5,454+41.7% | $4,878+58.5% | $6,710+15.2% |
| Admin fee / account holder | $1,218 | $7,877-84.5% | $6,730-81.9% | $11,403-89.3% |