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 | $81,916 | $176,812-53.7% | $146,665-44.1% | $167,490-51.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.79% | 24.03%-13.2pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,949 | $5,160-42.9% | $4,136-28.7% | $4,837-39.0% |
| Participant deferral / active EE | $3,531 | $6,440-45.2% | $5,506-35.9% | $6,341-44.3% |
| Admin fee / account holder | $797 | $13,259-94.0% | $10,280-92.2% | $12,309-93.5% |