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 | $93,287 | $162,781-42.7% | $133,956-30.4% | $158,922-41.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $5,177 | $4,975+4.0% | $3,919+32.1% | $4,761+8.7% |
| Participant deferral / active EE | $5,171 | $5,911-12.5% | $5,048+2.4% | $5,982-13.6% |
| Admin fee / account holder | $641 | $11,736-94.5% | $8,927-92.8% | $11,246-94.3% |