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 | $79,429 | $202,432-60.8% | $169,368-53.1% | $139,434-43.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.01% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $11,209 | $4,692+138.9% | $4,013+179.3% | $4,751+135.9% |
| Participant deferral / active EE | $5,024 | $6,938-27.6% | $6,221-19.2% | $6,710-25.1% |
| Admin fee / account holder | $3,694 | $10,708-65.5% | $9,003-59.0% | $11,403-67.6% |