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 | $78,053 | $102,616-23.9% | $81,983-4.8% | $158,922-50.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.83% | 61.04%-50.2pp | 41.31%-30.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,341 | $3,240+3.1% | $2,498+33.8% | $4,761-29.8% |
| Participant deferral / active EE | $7,599 | $4,648+63.5% | $3,722+104.1% | $5,982+27.0% |
| Admin fee / account holder | $702 | $8,235-91.5% | $5,664-87.6% | $11,246-93.8% |