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 | $86,156 | $116,175-25.8% | $93,606-8.0% | $152,861-43.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.30% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $16,010 | $3,218+397.5% | $2,718+489.0% | $4,762+236.2% |
| Participant deferral / active EE | $5,954 | $4,603+29.3% | $4,069+46.3% | $5,850+1.8% |
| Admin fee / account holder | $130,838 | $10,748+1117.4% | $7,888+1558.6% | $11,596+1028.3% |