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 | $94,805 | $127,264-25.5% | $109,895-13.7% | $167,490-43.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.23% | 22.97%-12.7pp | 29.45%-19.2pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,142 | $3,322-35.5% | $2,842-24.6% | $4,837-55.7% |
| Participant deferral / active EE | $13,942 | $4,514+208.9% | $4,048+244.4% | $6,341+119.9% |
| Admin fee / account holder | $2,853 | $7,114-59.9% | $6,066-53.0% | $12,309-76.8% |