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 | $90,279 | $228,332-60.5% | $185,823-51.4% | $158,922-43.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.78% | 40.80%-31.0pp | 35.95%-26.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $5,348 | $4,967+7.7% | $4,087+30.8% | $4,761+12.3% |
| Participant deferral / active EE | $5,432 | $6,415-15.3% | $5,632-3.6% | $5,982-9.2% |
| Admin fee / account holder | $11,603 | $11,864-2.2% | $9,500+22.1% | $11,246+3.2% |