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 | $93,618 | $85,022+10.1% | $70,515+32.8% | $139,434-32.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.16% | 30.38%-17.2pp | 32.77%-19.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,160 | $3,909-70.3% | $2,973-61.0% | $4,751-75.6% |
| Participant deferral / active EE | $4,414 | $5,890-25.1% | $4,567-3.3% | $6,710-34.2% |
| Admin fee / account holder | $15,302 | $8,906+71.8% | $6,412+138.6% | $11,403+34.2% |