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 | $76,496 | $165,984-53.9% | $164,813-53.6% | $145,922-47.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.08% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,635 | $5,273-50.0% | $4,341-39.3% | $4,660-43.5% |
| Participant deferral / active EE | $3,492 | $6,959-49.8% | $6,031-42.1% | $6,688-47.8% |
| Admin fee / account holder | $2,359 | $16,648-85.8% | $12,690-81.4% | $13,397-82.4% |