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 | $95,958 | $101,069-5.1% | $81,478+17.8% | $147,584-35.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.57% | 32.40%-20.8pp | 38.78%-27.2pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,373 | $3,205-57.2% | $2,568-46.5% | $4,876-71.8% |
| Participant deferral / active EE | $7,000 | $4,242+65.0% | $3,537+97.9% | $5,439+28.7% |
| Admin fee / account holder | $381 | $5,812-93.4% | $4,561-91.7% | $10,885-96.5% |