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 | $89,582 | $107,452-16.6% | $91,541-2.1% | $142,382-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.67% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,763 | $2,994+25.7% | $2,505+50.2% | $4,299-12.5% |
| Participant deferral / active EE | $9,094 | $4,754+91.3% | $4,008+126.9% | $6,507+39.7% |
| Admin fee / account holder | $563 | $8,834-93.6% | $6,956-91.9% | $12,624-95.5% |