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 | $86,596 | $165,984-47.8% | $164,813-47.5% | $145,922-40.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.09% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,150 | $5,273-21.3% | $4,341-4.4% | $4,660-10.9% |
| Participant deferral / active EE | $10,996 | $6,959+58.0% | $6,031+82.3% | $6,688+64.4% |
| Admin fee / account holder | $40,921 | $16,648+145.8% | $12,690+222.5% | $13,397+205.5% |