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 | $95,904 | $154,117-37.8% | $129,995-26.2% | $139,434-31.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.16% | 32.48%-13.3pp | -137.18%+156.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,491 | $5,289-52.9% | $4,320-42.3% | $4,751-47.6% |
| Participant deferral / active EE | $5,830 | $6,710-13.1% | $5,820+0.2% | $6,710-13.1% |
| Admin fee / account holder | $14,488 | $14,007+3.4% | $10,614+36.5% | $11,403+27.1% |