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 | $87,095 | $209,411-58.4% | $178,490-51.2% | $158,922-45.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.42% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,281 | $5,706-60.0% | $5,011-54.5% | $4,761-52.1% |
| Participant deferral / active EE | $7,367 | $5,954+23.7% | $5,202+41.6% | $5,982+23.1% |
| Admin fee / account holder | $3,233 | $17,074-81.1% | $13,984-76.9% | $11,246-71.2% |