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 8-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 | $98,604 | $89,355+10.4% | $141,162-30.1% | $72,985+35.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.94% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,814 | $3,114-41.8% | $4,735-61.7% | $2,440-25.7% |
| Participant deferral / active EE | $7,870 | $5,418+45.3% | $6,709+17.3% | $3,607+118.2% |
| Admin fee / account holder | $743 | $5,958-87.5% | $10,261-92.8% | $5,124-85.5% |