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 | $80,921 | $105,181-23.1% | $159,436-49.2% | $85,850-5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.95% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,089 | $3,318-37.0% | $4,829-56.7% | $2,565-18.5% |
| Participant deferral / active EE | $3,805 | $5,945-36.0% | $7,352-48.3% | $3,952-3.7% |
| Admin fee / account holder | $1,830 | $6,933-73.6% | $10,799-83.1% | $6,260-70.8% |