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 | $83,119 | $111,754-25.6% | $103,333-19.6% | $145,922-43.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,065 | $4,212-74.7% | $3,868-72.5% | $4,660-77.1% |
| Participant deferral / active EE | $2,233 | $5,619-60.3% | $5,057-55.8% | $6,688-66.6% |
| Admin fee / account holder | $40,298 | $9,750+313.3% | $8,355+382.3% | $13,397+200.8% |