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 | $88,779 | $104,907-15.4% | $84,611+4.9% | $152,861-41.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.21% | 373.79%-354.6pp | 258.74%-239.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,494 | $3,302-24.5% | $2,652-6.0% | $4,762-47.6% |
| Participant deferral / active EE | $13,657 | $4,688+191.3% | $3,899+250.3% | $5,850+133.4% |
| Admin fee / account holder | $1,455 | $6,241-76.7% | $4,912-70.4% | $11,596-87.5% |