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 | $98,841 | $127,065-22.2% | $113,168-12.7% | $142,382-30.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.14% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,551 | $3,442+177.5% | $2,975+221.0% | $4,299+122.2% |
| Participant deferral / active EE | $4,202 | $5,716-26.5% | $5,107-17.7% | $6,507-35.4% |
| Admin fee / account holder | $906 | $15,736-94.2% | $12,068-92.5% | $12,624-92.8% |