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 | $90,911 | $148,534-38.8% | $135,903-33.1% | $139,434-34.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,010 | $5,243-42.6% | $4,856-38.0% | $4,751-36.6% |
| Participant deferral / active EE | $7,543 | $8,100-6.9% | $7,758-2.8% | $6,710+12.4% |
| Admin fee / account holder | $3,353 | $12,400-73.0% | $10,762-68.8% | $11,403-70.6% |