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 | $86,109 | $86,286-0.2% | $111,297-22.6% | $85,850+0.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.58% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,271 | $2,043+11.2% | $2,731-16.8% | $2,565-11.5% |
| Participant deferral / active EE | $5,187 | $3,641+42.5% | $4,487+15.6% | $3,952+31.3% |
| Admin fee / account holder | $3,228 | $8,188-60.6% | $7,964-59.5% | $6,260-48.4% |