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 | $97,772 | $99,918-2.1% | $81,382+20.1% | $145,922-33.0% |
| Participation rate | 86.7% | 74.2%+12.5pp | 69.5%+17.2pp | 80.3%+6.4pp |
| Annual return | 11.07% | 34.32%-23.3pp | 24.73%-13.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,979 | $2,978-33.5% | $2,463-19.6% | $4,660-57.5% |
| Participant deferral / active EE | $9,369 | $4,605+103.5% | $3,883+141.3% | $6,688+40.1% |
| Admin fee / account holder | $38,757 | $8,212+371.9% | $5,768+571.9% | $13,397+189.3% |