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 | $80,235 | $148,534-46.0% | $135,903-41.0% | $139,434-42.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.49% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $9,950 | $5,243+89.8% | $4,856+104.9% | $4,751+109.4% |
| Participant deferral / active EE | $9,950 | $8,100+22.8% | $7,758+28.3% | $6,710+48.3% |
| Admin fee / account holder | $558 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |