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 | $81,882 | $113,339-27.8% | $94,993-13.8% | $147,584-44.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.19% | 20.77%-8.6pp | 27.12%-14.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,391 | $3,160-24.4% | $2,603-8.2% | $4,876-51.0% |
| Participant deferral / active EE | $10,414 | $3,777+175.7% | $3,317+213.9% | $5,439+91.5% |
| Admin fee / account holder | $31,685 | $6,063+422.6% | $4,960+538.8% | $10,885+191.1% |