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 | $92,829 | $112,096-17.2% | $95,952-3.3% | $158,922-41.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.61% | 171.09%-163.5pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,242 | $3,198+95.2% | $2,541+145.6% | $4,761+31.1% |
| Participant deferral / active EE | $4,250 | $4,784-11.2% | $4,167+2.0% | $5,982-29.0% |
| Admin fee / account holder | $3,333 | $10,130-67.1% | $6,795-50.9% | $11,246-70.4% |