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 | $97,204 | $115,882-16.1% | $100,516-3.3% | $158,922-38.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.79% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,410 | $4,103-65.6% | $3,418-58.7% | $4,761-70.4% |
| Participant deferral / active EE | $3,483 | $6,674-47.8% | $6,270-44.4% | $5,982-41.8% |
| Admin fee / account holder | $322 | $10,995-97.1% | $8,081-96.0% | $11,246-97.1% |