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 | $96,824 | $111,754-13.4% | $103,333-6.3% | $145,922-33.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.75% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,862 | $4,212-55.8% | $3,868-51.9% | $4,660-60.1% |
| Participant deferral / active EE | $2,950 | $5,619-47.5% | $5,057-41.7% | $6,688-55.9% |
| Admin fee / account holder | $9,688 | $9,750-0.6% | $8,355+16.0% | $13,397-27.7% |