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 5-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 | $84,237 | $111,754-24.6% | $103,333-18.5% | $145,922-42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,643 | $4,212-37.3% | $3,868-31.7% | $4,660-43.3% |
| Participant deferral / active EE | $11,914 | $5,619+112.1% | $5,057+135.6% | $6,688+78.2% |
| Admin fee / account holder | $1,675 | $9,750-82.8% | $8,355-80.0% | $13,397-87.5% |