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 3-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 | $76,994 | $126,574-39.2% | $106,213-27.5% | $145,922-47.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.10% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,167 | $3,730-41.9% | $3,171-31.7% | $4,660-53.5% |
| Participant deferral / active EE | $24,433 | $5,724+326.9% | $5,016+387.1% | $6,688+265.3% |
| Admin fee / account holder | $977 | $17,304-94.4% | $11,033-91.1% | $13,397-92.7% |