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 | $97,158 | $124,319-21.8% | $111,297-12.7% | $167,490-42.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.88% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,915 | $3,435-44.2% | $2,731-29.9% | $4,837-60.4% |
| Participant deferral / active EE | $6,088 | $5,180+17.5% | $4,487+35.7% | $6,341-4.0% |
| Admin fee / account holder | $11,700 | $10,618+10.2% | $7,964+46.9% | $12,309-4.9% |