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 | $78,260 | $109,327-28.4% | $89,391-12.5% | $158,922-50.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.70% | 345.68%-332.0pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,541 | $3,170-19.8% | $2,586-1.7% | $4,761-46.6% |
| Participant deferral / active EE | $13,911 | $4,598+202.5% | $3,890+257.6% | $5,982+132.5% |
| Admin fee / account holder | $1,198 | $6,153-80.5% | $4,881-75.5% | $11,246-89.4% |