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 | $93,614 | $228,332-59.0% | $185,823-49.6% | $158,922-41.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.20% | 40.80%-11.6pp | 35.95%-6.8pp | 302.83%-273.6pp |
| Employer contribution / active EE | $3,543 | $4,967-28.7% | $4,087-13.3% | $4,761-25.6% |
| Participant deferral / active EE | $6,097 | $6,415-4.9% | $5,632+8.3% | $5,982+1.9% |
| Admin fee / account holder | $1,907 | $11,864-83.9% | $9,500-79.9% | $11,246-83.0% |