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 | $84,086 | $104,664-19.7% | $85,682-1.9% | $167,490-49.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.87% | 21.45%-11.6pp | 21.49%-11.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,944 | $3,337-11.8% | $2,618+12.4% | $4,837-39.1% |
| Participant deferral / active EE | $2,057 | $4,824-57.4% | $3,923-47.6% | $6,341-67.6% |
| Admin fee / account holder | $2,871 | $10,032-71.4% | $6,873-58.2% | $12,309-76.7% |