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 | $89,346 | $228,332-60.9% | $185,823-51.9% | $158,922-43.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.99% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $540 | $4,967-89.1% | $4,087-86.8% | $4,761-88.7% |
| Participant deferral / active EE | $10,800 | $6,415+68.4% | $5,632+91.8% | $5,982+80.5% |
| Admin fee / account holder | $832 | $11,864-93.0% | $9,500-91.2% | $11,246-92.6% |