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 | $84,821 | $104,907-19.1% | $84,611+0.2% | $152,861-44.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.23% | 373.79%-351.6pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,927 | $3,302-11.3% | $2,652+10.4% | $4,762-38.5% |
| Participant deferral / active EE | $8,370 | $4,688+78.6% | $3,899+114.7% | $5,850+43.1% |
| Admin fee / account holder | $533 | $6,241-91.5% | $4,912-89.1% | $11,596-95.4% |