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 8-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 | $85,696 | $81,632+5.0% | $70,449+21.6% | $158,922-46.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.33% | 208.40%-191.1pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,872 | $3,217+51.4% | $2,737+78.0% | $4,761+2.3% |
| Participant deferral / active EE | $10,117 | $4,554+122.2% | $3,709+172.8% | $5,982+69.1% |
| Admin fee / account holder | $2,275 | $6,193-63.3% | $3,845-40.8% | $11,246-79.8% |