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 | $88,459 | $110,257-19.8% | $96,544-8.4% | $139,434-36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.83% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,847 | $3,620-49.0% | $2,965-37.7% | $4,751-61.1% |
| Participant deferral / active EE | $13,750 | $5,548+147.8% | $4,851+183.5% | $6,710+104.9% |
| Admin fee / account holder | $2,234 | $11,591-80.7% | $8,252-72.9% | $11,403-80.4% |