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 | $89,993 | $72,607+23.9% | $90,749-0.8% | $66,914+34.5% |
| Participation rate | 89.2% | 73.7%+15.5pp | 75.7%+13.5pp | 69.8%+19.4pp |
| Annual return | 10.61% | -12.28%+22.9pp | -12.16%+22.8pp | 1.58%+9.0pp |
| Employer contribution / active EE | $17,296 | $2,369+630.2% | $2,921+492.2% | $2,544+579.8% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $28,656 | $707+3951.5% | $8,445+239.3% | $593+4730.2% |