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 3-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 | $91,076 | $179,726-49.3% | $156,263-41.7% | $142,382-36.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.12% | 77.86%-58.7pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,833 | $5,069-24.4% | $4,333-11.5% | $4,299-10.8% |
| Participant deferral / active EE | $9,281 | $6,956+33.4% | $6,158+50.7% | $6,507+42.6% |
| Admin fee / account holder | $2,748 | $17,272-84.1% | $14,255-80.7% | $12,624-78.2% |