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 | $91,955 | $214,378-57.1% | $200,582-54.2% | $142,382-35.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.88% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,551 | $6,841-48.1% | $6,419-44.7% | $4,299-17.4% |
| Participant deferral / active EE | $5,525 | $9,865-44.0% | $9,331-40.8% | $6,507-15.1% |
| Admin fee / account holder | $4,943 | $17,692-72.1% | $16,305-69.7% | $12,624-60.8% |