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 | $92,371 | $117,381-21.3% | $99,443-7.1% | $152,861-39.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.03% | 31.87%-9.8pp | 30.72%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $6,757 | $3,013+124.3% | $2,540+166.0% | $4,762+41.9% |
| Participant deferral / active EE | $5,975 | $4,086+46.2% | $3,619+65.1% | $5,850+2.1% |
| Admin fee / account holder | $4,188 | $7,631-45.1% | $6,250-33.0% | $11,596-63.9% |