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 | $99,326 | $113,339-12.4% | $94,993+4.6% | $147,584-32.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 11.59% | 20.77%-9.2pp | 27.12%-15.5pp | 578.55%-567.0pp |
| Employer contribution / active EE | $16,849 | $3,160+433.1% | $2,603+547.2% | $4,876+245.5% |
| Participant deferral / active EE | $7,405 | $3,777+96.0% | $3,317+123.2% | $5,439+36.1% |
| Admin fee / account holder | $1,362 | $6,063-77.5% | $4,960-72.5% | $10,885-87.5% |