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 | $83,255 | $105,998-21.5% | $92,233-9.7% | $147,584-43.6% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 10.13% | 50.05%-39.9pp | 176.28%-166.1pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,631 | $4,333-39.3% | $3,679-28.5% | $4,876-46.1% |
| Participant deferral / active EE | $6,267 | $4,478+40.0% | $3,897+60.8% | $5,439+15.2% |
| Admin fee / account holder | $408 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |