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 | $90,852 | $176,812-48.6% | $146,665-38.1% | $167,490-45.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.04% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,078 | $5,160-40.3% | $4,136-25.6% | $4,837-36.4% |
| Participant deferral / active EE | $5,674 | $6,440-11.9% | $5,506+3.1% | $6,341-10.5% |
| Admin fee / account holder | $32,413 | $13,259+144.5% | $10,280+215.3% | $12,309+163.3% |