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 | $98,111 | $102,828-4.6% | $105,387-6.9% | $152,861-35.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.32% | 20.85%-1.5pp | 26.82%-7.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,833 | $4,473-36.6% | $4,213-32.7% | $4,762-40.5% |
| Participant deferral / active EE | $3,755 | $5,465-31.3% | $5,502-31.8% | $5,850-35.8% |
| Admin fee / account holder | $359 | $8,683-95.9% | $6,559-94.5% | $11,596-96.9% |