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 | $92,308 | $93,571-1.4% | $135,903-32.1% | $75,163+22.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,817 | $3,537+64.5% | $4,856+19.8% | $2,670+117.9% |
| Participant deferral / active EE | $4,667 | $6,404-27.1% | $7,758-39.8% | $4,125+13.1% |
| Admin fee / account holder | $1,513 | $6,975-78.3% | $10,762-85.9% | $5,651-73.2% |