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 9-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 | $92,521 | $117,841-21.5% | $102,423-9.7% | $145,922-36.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,321 | $3,615+19.5% | $3,023+42.9% | $4,660-7.3% |
| Participant deferral / active EE | $9,858 | $5,731+72.0% | $5,053+95.1% | $6,688+47.4% |
| Admin fee / account holder | $2,906 | $13,326-78.2% | $9,451-69.3% | $13,397-78.3% |