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 | $98,340 | $117,381-16.2% | $99,443-1.1% | $152,861-35.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.43% | 31.87%-12.4pp | 30.72%-11.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,097 | $3,013-30.4% | $2,540-17.4% | $4,762-56.0% |
| Participant deferral / active EE | $1,401 | $4,086-65.7% | $3,619-61.3% | $5,850-76.1% |
| Admin fee / account holder | $767 | $7,631-89.9% | $6,250-87.7% | $11,596-93.4% |