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 | $88,939 | $197,825-55.0% | $155,790-42.9% | $125,391-29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 8.31% | 86.74%-78.4pp | 71.54%-63.2pp | 282.22%-273.9pp |
| Employer contribution / active EE | $13,533 | $4,847+179.2% | $3,836+252.8% | $4,866+178.1% |
| Participant deferral / active EE | $9,733 | $5,630+72.9% | $4,797+102.9% | $5,352+81.9% |
| Admin fee / account holder | $786 | $9,545-91.8% | $7,478-89.5% | $9,540-91.8% |