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 | $93,302 | $103,376-9.7% | $87,100+7.1% | $152,861-39.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.46% | 28.10%-16.6pp | 28.19%-16.7pp | 345.32%-333.9pp |
| Employer contribution / active EE | $7,311 | $3,220+127.0% | $2,521+190.0% | $4,762+53.5% |
| Participant deferral / active EE | $5,238 | $4,778+9.6% | $4,049+29.4% | $5,850-10.5% |
| Admin fee / account holder | $3,479 | $12,205-71.5% | $7,497-53.6% | $11,596-70.0% |