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 | $89,682 | $157,256-43.0% | $141,162-36.5% | $152,861-41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.86% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,628 | $5,261-12.0% | $4,735-2.3% | $4,762-2.8% |
| Participant deferral / active EE | $10,362 | $7,109+45.8% | $6,709+54.5% | $5,850+77.1% |
| Admin fee / account holder | $10,579 | $12,120-12.7% | $10,261+3.1% | $11,596-8.8% |