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 | $79,597 | $111,754-28.8% | $103,333-23.0% | $145,922-45.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.86% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $4,816 | $4,212+14.3% | $3,868+24.5% | $4,660+3.3% |
| Participant deferral / active EE | $7,096 | $5,619+26.3% | $5,057+40.3% | $6,688+6.1% |
| Admin fee / account holder | $7,714 | $9,750-20.9% | $8,355-7.7% | $13,397-42.4% |