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 | $85,385 | $105,859-19.3% | $90,160-5.3% | $147,584-42.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.68% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,472 | $4,126+8.4% | $3,318+34.8% | $4,876-8.3% |
| Participant deferral / active EE | $9,963 | $5,733+73.8% | $5,288+88.4% | $5,439+83.2% |
| Admin fee / account holder | $1,030 | $8,046-87.2% | $5,943-82.7% | $10,885-90.5% |