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 | $85,997 | $117,841-27.0% | $102,423-16.0% | $145,922-41.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,663 | $3,615-54.0% | $3,023-45.0% | $4,660-64.3% |
| Participant deferral / active EE | $2,888 | $5,731-49.6% | $5,053-42.8% | $6,688-56.8% |
| Admin fee / account holder | $1,121 | $13,326-91.6% | $9,451-88.1% | $13,397-91.6% |