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 | $90,228 | $117,983-23.5% | $101,794-11.4% | $142,382-36.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.10% | 36.92%-25.8pp | 30.53%-19.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,858 | $2,773-33.0% | $2,289-18.8% | $4,299-56.8% |
| Participant deferral / active EE | $10,708 | $4,714+127.2% | $4,084+162.2% | $6,507+64.6% |
| Admin fee / account holder | $29,457 | $10,433+182.3% | $8,777+235.6% | $12,624+133.3% |