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 8-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 | $89,979 | $180,028-50.0% | $138,135-34.9% | $158,922-43.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.33% | 21.68%-13.4pp | 20.51%-12.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,393 | $7,470-68.0% | $5,587-57.2% | $4,761-49.7% |
| Participant deferral / active EE | $6,008 | $7,717-22.1% | $6,431-6.6% | $5,982+0.4% |
| Admin fee / account holder | $13,858 | $17,912-22.6% | $11,856+16.9% | $11,246+23.2% |