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 | $96,043 | $201,272-52.3% | $184,203-47.9% | $145,922-34.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.74% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,876 | $7,022-44.8% | $6,427-39.7% | $4,660-16.8% |
| Participant deferral / active EE | $8,546 | $9,806-12.9% | $9,131-6.4% | $6,688+27.8% |
| Admin fee / account holder | $1,250 | $16,364-92.4% | $13,901-91.0% | $13,397-90.7% |