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 | $96,070 | $83,908+14.5% | $68,509+40.2% | $125,391-23.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | 0.41% | 14.48%-14.1pp | 8.27%-7.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,413 | $3,031-53.4% | $2,278-38.0% | $4,866-71.0% |
| Participant deferral / active EE | $4,706 | $4,125+14.1% | $3,382+39.1% | $5,352-12.1% |
| Admin fee / account holder | $18,747 | $8,982+108.7% | $5,275+255.4% | $9,540+96.5% |