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 | $90,189 | $157,256-42.6% | $141,162-36.1% | $152,861-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.49% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,795 | $5,261-65.9% | $4,735-62.1% | $4,762-62.3% |
| Participant deferral / active EE | $10,782 | $7,109+51.7% | $6,709+60.7% | $5,850+84.3% |
| Admin fee / account holder | $2,586 | $12,120-78.7% | $10,261-74.8% | $11,596-77.7% |