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 | $90,175 | $103,376-12.8% | $87,100+3.5% | $152,861-41.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.20% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,757 | $3,220-45.4% | $2,521-30.3% | $4,762-63.1% |
| Participant deferral / active EE | $8,447 | $4,778+76.8% | $4,049+108.6% | $5,850+44.4% |
| Admin fee / account holder | $60,966 | $12,205+399.5% | $7,497+713.2% | $11,596+425.7% |