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 | $91,285 | $117,841-22.5% | $102,423-10.9% | $145,922-37.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 10.13% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,410 | $3,615-5.7% | $3,023+12.8% | $4,660-26.8% |
| Participant deferral / active EE | $6,778 | $5,731+18.3% | $5,053+34.1% | $6,688+1.4% |
| Admin fee / account holder | $1,094 | $13,326-91.8% | $9,451-88.4% | $13,397-91.8% |