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 | $81,789 | $102,966-20.6% | $90,281-9.4% | $152,861-46.5% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 16.92% | 95.16%-78.2pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,343 | $3,139-57.2% | $2,854-53.0% | $4,762-71.8% |
| Participant deferral / active EE | $4,236 | $4,281-1.1% | $3,885+9.0% | $5,850-27.6% |
| Admin fee / account holder | $2,912 | $6,171-52.8% | $5,351-45.6% | $11,596-74.9% |