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 | $95,933 | $103,376-7.2% | $87,100+10.1% | $152,861-37.2% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 20.15% | 28.10%-8.0pp | 28.19%-8.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $7,151 | $3,220+122.0% | $2,521+183.6% | $4,762+50.2% |
| Participant deferral / active EE | $5,588 | $4,778+17.0% | $4,049+38.0% | $5,850-4.5% |
| Admin fee / account holder | $946 | $12,205-92.3% | $7,497-87.4% | $11,596-91.8% |