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 | $91,011 | $152,587-40.4% | $125,175-27.3% | $152,861-40.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.86% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,994 | $4,946-19.2% | $3,865+3.3% | $4,762-16.1% |
| Participant deferral / active EE | $8,530 | $5,868+45.4% | $4,937+72.8% | $5,850+45.8% |
| Admin fee / account holder | $3,126 | $13,434-76.7% | $9,702-67.8% | $11,596-73.0% |