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 | $83,082 | $165,335-49.7% | $149,696-44.5% | $158,922-47.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.86% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,922 | $5,103-42.7% | $4,644-37.1% | $4,761-38.6% |
| Participant deferral / active EE | $4,860 | $7,181-32.3% | $6,842-29.0% | $5,982-18.8% |
| Admin fee / account holder | $8,581 | $10,807-20.6% | $9,309-7.8% | $11,246-23.7% |