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 | $92,344 | $76,000+21.5% | $154,107-40.1% | $64,186+43.9% |
| Participation rate | 72.1% | 70.4%+1.7pp | 83.0%-10.9pp | 69.6%+2.5pp |
| Annual return | 10.23% | 30.32%-20.1pp | 735.12%-724.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $548 | $3,351-83.7% | $5,298-89.7% | $2,381-77.0% |
| Participant deferral / active EE | $2,990 | $3,175-5.8% | $5,081-41.1% | $3,470-13.8% |
| Admin fee / account holder | $19,356 | $5,596+245.9% | $13,411+44.3% | $4,888+296.0% |