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 | $95,252 | $117,841-19.2% | $102,423-7.0% | $145,922-34.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,445 | $3,615+50.6% | $3,023+80.1% | $4,660+16.8% |
| Participant deferral / active EE | $4,169 | $5,731-27.3% | $5,053-17.5% | $6,688-37.7% |
| Admin fee / account holder | $1,998 | $13,326-85.0% | $9,451-78.9% | $13,397-85.1% |