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 | $99,715 | $214,378-53.5% | $200,582-50.3% | $142,382-30.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 15.43% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,205 | $6,841-53.1% | $6,419-50.1% | $4,299-25.4% |
| Participant deferral / active EE | $9,109 | $9,865-7.7% | $9,331-2.4% | $6,507+40.0% |
| Admin fee / account holder | $82,915 | $17,692+368.7% | $16,305+408.5% | $12,624+556.8% |