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 | $108,156 | $149,734-27.8% | $118,925-9.1% | $158,922-31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.87% | 19.95%-12.1pp | 35.88%-28.0pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,704 | $4,115-58.6% | $3,263-47.8% | $4,761-64.2% |
| Participant deferral / active EE | $8,667 | $5,223+65.9% | $4,265+103.2% | $5,982+44.9% |
| Admin fee / account holder | $50,796 | $8,603+490.4% | $6,581+671.9% | $11,246+351.7% |