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 | $80,754 | $183,963-56.1% | $162,163-50.2% | $152,861-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.04% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,381 | $6,371-62.6% | $5,614-57.6% | $4,762-50.0% |
| Participant deferral / active EE | $3,158 | $8,034-60.7% | $7,298-56.7% | $5,850-46.0% |
| Admin fee / account holder | $6,323 | $13,121-51.8% | $10,843-41.7% | $11,596-45.5% |