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 9-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 | $76,419 | $154,365-50.5% | $130,231-41.3% | $139,434-45.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 16.04% | 30.34%-14.3pp | 38.77%-22.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,837 | $5,170-64.5% | $4,126-55.5% | $4,751-61.3% |
| Participant deferral / active EE | $9,491 | $8,498+11.7% | $6,799+39.6% | $6,710+41.4% |
| Admin fee / account holder | $9,514 | $9,214+3.3% | $6,020+58.0% | $11,403-16.6% |