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 | $96,682 | $179,726-46.2% | $156,263-38.1% | $142,382-32.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.09% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,562 | $5,069-49.5% | $4,333-40.9% | $4,299-40.4% |
| Participant deferral / active EE | $6,368 | $6,956-8.5% | $6,158+3.4% | $6,507-2.1% |
| Admin fee / account holder | $34,139 | $17,272+97.7% | $14,255+139.5% | $12,624+170.4% |