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 | $81,085 | $104,974-22.8% | $95,585-15.2% | $142,382-43.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.27% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,972 | $2,779+7.0% | $2,527+17.6% | $4,299-30.9% |
| Participant deferral / active EE | $5,184 | $4,352+19.1% | $4,023+28.9% | $6,507-20.3% |
| Admin fee / account holder | $885 | $6,386-86.1% | $6,127-85.6% | $12,624-93.0% |