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 | $104,616 | $228,332-54.2% | $185,823-43.7% | $158,922-34.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.51% | 40.80%-18.3pp | 35.95%-13.4pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,083 | $4,967-78.2% | $4,087-73.5% | $4,761-77.2% |
| Participant deferral / active EE | $9,850 | $6,415+53.6% | $5,632+74.9% | $5,982+64.7% |
| Admin fee / account holder | $1,123 | $11,864-90.5% | $9,500-88.2% | $11,246-90.0% |