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 | $84,770 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.44% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,562 | $5,261-13.3% | $4,735-3.7% | $4,762-4.2% |
| Participant deferral / active EE | $10,639 | $7,109+49.6% | $6,709+58.6% | $5,850+81.9% |
| Admin fee / account holder | $802 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |