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 | $94,075 | $116,175-19.0% | $93,606+0.5% | $152,861-38.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.48% | 35.96%-24.5pp | 32.76%-21.3pp | 345.32%-333.8pp |
| Employer contribution / active EE | $12,602 | $3,218+291.6% | $2,718+363.6% | $4,762+164.6% |
| Participant deferral / active EE | $6,679 | $4,603+45.1% | $4,069+64.2% | $5,850+14.2% |
| Admin fee / account holder | $12,500 | $10,748+16.3% | $7,888+58.5% | $11,596+7.8% |