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 | $87,767 | $217,402-59.6% | $185,823-52.8% | $167,490-47.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.46% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,326 | $5,873-43.4% | $5,167-35.6% | $4,837-31.3% |
| Participant deferral / active EE | $5,910 | $6,356-7.0% | $5,568+6.1% | $6,341-6.8% |
| Admin fee / account holder | $595 | $19,811-97.0% | $16,237-96.3% | $12,309-95.2% |