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 | $93,170 | $91,538+1.8% | $129,995-28.3% | $75,163+24.0% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 16.80% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,022 | $2,845-28.9% | $4,320-53.2% | $2,670-24.3% |
| Participant deferral / active EE | $7,801 | $4,341+79.7% | $5,820+34.0% | $4,125+89.1% |
| Admin fee / account holder | $11,847 | $6,790+74.5% | $10,614+11.6% | $5,651+109.6% |