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 | $95,100 | $91,190+4.3% | $178,490-46.7% | $79,858+19.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.73% | 24.19%-7.5pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,047 | $3,256-6.4% | $5,011-39.2% | $2,471+23.3% |
| Participant deferral / active EE | $3,257 | $3,236+0.6% | $5,202-37.4% | $3,740-12.9% |
| Admin fee / account holder | $3,161 | $6,751-53.2% | $13,984-77.4% | $5,306-40.4% |