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 7-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 | $93,144 | $105,860-12.0% | $90,749+2.6% | $134,475-30.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 27.73% | -11.01%+38.7pp | -12.16%+39.9pp | 417.96%-390.2pp |
| Employer contribution / active EE | $1,787 | $3,462-48.4% | $2,921-38.8% | $4,740-62.3% |
| Participant deferral / active EE | $2,648 | $5,216-49.2% | $4,564-42.0% | $6,400-58.6% |
| Admin fee / account holder | $11,242 | $13,938-19.3% | $8,445+33.1% | $11,426-1.6% |