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 7-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 | $92,791 | $104,664-11.3% | $85,682+8.3% | $167,490-44.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.57% | 21.45%-7.9pp | 21.49%-7.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,733 | $3,337-18.1% | $2,618+4.4% | $4,837-43.5% |
| Participant deferral / active EE | $9,092 | $4,824+88.5% | $3,923+131.8% | $6,341+43.4% |
| Admin fee / account holder | $19,048 | $10,032+89.9% | $6,873+177.1% | $12,309+54.7% |