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 | $87,081 | $117,841-26.1% | $102,423-15.0% | $145,922-40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,198 | $3,615-39.2% | $3,023-27.3% | $4,660-52.8% |
| Participant deferral / active EE | $7,233 | $5,731+26.2% | $5,053+43.1% | $6,688+8.2% |
| Admin fee / account holder | $103,221 | $13,326+674.6% | $9,451+992.2% | $13,397+670.5% |