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 | $87,442 | $111,754-21.8% | $103,333-15.4% | $145,922-40.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,732 | $4,212-11.4% | $3,868-3.5% | $4,660-19.9% |
| Participant deferral / active EE | $10,319 | $5,619+83.7% | $5,057+104.0% | $6,688+54.3% |
| Admin fee / account holder | $1,028 | $9,750-89.5% | $8,355-87.7% | $13,397-92.3% |