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 | $93,213 | $94,338-1.2% | $100,534-7.3% | $142,382-34.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.03% | 29.20%-14.2pp | 32.66%-17.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,224 | $4,237+70.5% | $4,346+66.2% | $4,299+68.0% |
| Participant deferral / active EE | $5,533 | $5,934-6.8% | $6,144-9.9% | $6,507-15.0% |
| Admin fee / account holder | $8,473 | $8,421+0.6% | $7,654+10.7% | $12,624-32.9% |