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 | $78,843 | $107,334-26.5% | $92,893-15.1% | $152,861-48.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.40% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,203 | $4,221-24.1% | $3,653-12.3% | $4,762-32.7% |
| Participant deferral / active EE | $8,483 | $4,845+75.1% | $4,236+100.3% | $5,850+45.0% |
| Admin fee / account holder | $315 | $7,079-95.5% | $5,794-94.6% | $11,596-97.3% |