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 | $96,438 | $107,015-9.9% | $73,545+31.1% | $147,584-34.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.52% | 38.25%-25.7pp | -15.16%+27.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,332 | $1,760+202.9% | $1,219+337.4% | $4,876+9.3% |
| Participant deferral / active EE | $6,000 | $2,462+143.7% | $1,806+232.2% | $5,439+10.3% |
| Admin fee / account holder | $1,014 | $3,055-66.8% | $2,320-56.3% | $10,885-90.7% |