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 | $98,903 | $157,256-37.1% | $141,162-29.9% | $152,861-35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.68% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,575 | $5,261-51.1% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $6,167 | $7,109-13.3% | $6,709-8.1% | $5,850+5.4% |
| Admin fee / account holder | $1,134 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |