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 | $81,845 | $183,519-55.4% | $155,509-47.4% | $145,922-43.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,809 | $5,313+9.3% | $4,672+24.3% | $4,660+24.7% |
| Participant deferral / active EE | $5,794 | $6,462-10.3% | $5,626+3.0% | $6,688-13.4% |
| Admin fee / account holder | $816 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |