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 | $92,775 | $115,882-19.9% | $100,516-7.7% | $158,922-41.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.61% | 34.79%-17.2pp | 30.89%-13.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,666 | $4,103-10.6% | $3,418+7.3% | $4,761-23.0% |
| Participant deferral / active EE | $7,722 | $6,674+15.7% | $6,270+23.2% | $5,982+29.1% |
| Admin fee / account holder | $1,332 | $10,995-87.9% | $8,081-83.5% | $11,246-88.2% |