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 | $77,222 | $157,256-50.9% | $141,162-45.3% | $152,861-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.81% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,139 | $5,261-21.3% | $4,735-12.6% | $4,762-13.1% |
| Participant deferral / active EE | $9,616 | $7,109+35.3% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $7,923 | $12,120-34.6% | $10,261-22.8% | $11,596-31.7% |