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 | $88,907 | $111,754-20.4% | $103,333-14.0% | $145,922-39.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 10.97% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,560 | $4,212-39.2% | $3,868-33.8% | $4,660-45.1% |
| Participant deferral / active EE | $6,070 | $5,619+8.0% | $5,057+20.0% | $6,688-9.2% |
| Admin fee / account holder | $4,595 | $9,750-52.9% | $8,355-45.0% | $13,397-65.7% |