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 | $98,371 | $117,841-16.5% | $102,423-4.0% | $145,922-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,023+53.4% | $4,660-0.5% |
| Participant deferral / active EE | $13,514 | $5,731+135.8% | $5,053+167.4% | $6,688+102.1% |
| Admin fee / account holder | $5,742 | $13,326-56.9% | $9,451-39.2% | $13,397-57.1% |