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 | $72,141 | $98,240-26.6% | $82,313-12.4% | $147,584-51.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.36% | 30.85%-19.5pp | 25.88%-14.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,585 | $3,192-19.0% | $2,428+6.5% | $4,876-47.0% |
| Participant deferral / active EE | $2,648 | $4,383-39.6% | $3,706-28.5% | $5,439-51.3% |
| Admin fee / account holder | $950 | $8,563-88.9% | $5,608-83.1% | $10,885-91.3% |