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 | $76,136 | $152,587-50.1% | $125,175-39.2% | $152,861-50.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.56% | 54.84%-43.3pp | 43.79%-32.2pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,109 | $4,946-57.4% | $3,865-45.5% | $4,762-55.7% |
| Participant deferral / active EE | $7,297 | $5,868+24.4% | $4,937+47.8% | $5,850+24.7% |
| Admin fee / account holder | $479 | $13,434-96.4% | $9,702-95.1% | $11,596-95.9% |