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 | $93,420 | $109,413-14.6% | $156,263-40.2% | $84,808+10.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.87% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,511 | $2,907-48.0% | $4,333-65.1% | $2,631-42.6% |
| Participant deferral / active EE | $6,817 | $4,590+48.5% | $6,158+10.7% | $4,212+61.9% |
| Admin fee / account holder | $27,148 | $9,357+190.1% | $14,255+90.5% | $7,344+269.7% |