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 | $98,543 | $152,587-35.4% | $125,175-21.3% | $152,861-35.5% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 14.08% | 54.84%-40.8pp | 43.79%-29.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $9,686 | $4,946+95.8% | $3,865+150.6% | $4,762+103.4% |
| Participant deferral / active EE | $5,851 | $5,868-0.3% | $4,937+18.5% | $5,8500% |
| Admin fee / account holder | $1,982 | $13,434-85.2% | $9,702-79.6% | $11,596-82.9% |