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 | $72,018 | $112,096-35.8% | $95,952-24.9% | $158,922-54.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.66% | 171.09%-151.4pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,078 | $3,198-35.0% | $2,541-18.2% | $4,761-56.4% |
| Participant deferral / active EE | $8,875 | $4,784+85.5% | $4,167+113.0% | $5,982+48.4% |
| Admin fee / account holder | $9,928 | $10,130-2.0% | $6,795+46.1% | $11,246-11.7% |