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 | $84,786 | $111,754-24.1% | $103,333-17.9% | $145,922-41.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.38% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,339 | $4,212-68.2% | $3,868-65.4% | $4,660-71.3% |
| Participant deferral / active EE | $15,837 | $5,619+181.9% | $5,057+213.1% | $6,688+136.8% |
| Admin fee / account holder | $545 | $9,750-94.4% | $8,355-93.5% | $13,397-95.9% |