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 | $86,586 | $179,726-51.8% | $156,263-44.6% | $142,382-39.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.60% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,390 | $5,069-33.1% | $4,333-21.8% | $4,299-21.1% |
| Participant deferral / active EE | $4,557 | $6,956-34.5% | $6,158-26.0% | $6,507-30.0% |
| Admin fee / account holder | $1,618 | $17,272-90.6% | $14,255-88.7% | $12,624-87.2% |