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 | $89,498 | $117,983-24.1% | $101,794-12.1% | $142,382-37.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.28% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,359 | $2,773-51.0% | $2,289-40.6% | $4,299-68.4% |
| Participant deferral / active EE | $5,163 | $4,714+9.5% | $4,084+26.4% | $6,507-20.7% |
| Admin fee / account holder | $7,807 | $10,433-25.2% | $8,777-11.1% | $12,624-38.2% |