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 | $90,037 | $227,553-60.4% | $189,557-52.5% | $167,490-46.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.62% | 78.40%-70.8pp | 64.17%-56.6pp | 478.56%-470.9pp |
| Employer contribution / active EE | $638 | $5,316-88.0% | $4,412-85.5% | $4,837-86.8% |
| Participant deferral / active EE | $3,651 | $7,002-47.9% | $6,174-40.9% | $6,341-42.4% |
| Admin fee / account holder | $10,223 | $11,878-13.9% | $9,807+4.2% | $12,309-16.9% |