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 | $96,385 | $154,117-37.5% | $129,995-25.9% | $139,434-30.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.43% | 32.48%-13.0pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,069 | $5,289-23.1% | $4,320-5.8% | $4,751-14.4% |
| Participant deferral / active EE | $4,802 | $6,710-28.4% | $5,820-17.5% | $6,710-28.4% |
| Admin fee / account holder | $555 | $14,007-96.0% | $10,614-94.8% | $11,403-95.1% |