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 | $95,236 | $113,339-16.0% | $94,993+0.3% | $147,584-35.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.61% | 20.77%-3.2pp | 27.12%-9.5pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,024 | $3,160-4.3% | $2,603+16.2% | $4,876-38.0% |
| Participant deferral / active EE | $4,753 | $3,777+25.8% | $3,317+43.3% | $5,439-12.6% |
| Admin fee / account holder | $3,754 | $6,063-38.1% | $4,960-24.3% | $10,885-65.5% |