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 5-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 | $81,721 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 33.55% | 134.76%-101.2pp | 418.34%-384.8pp | 35.59%-2.0pp |
| Employer contribution / active EE | $3,586 | $3,713-3.4% | $4,933-27.3% | $2,755+30.2% |
| Participant deferral / active EE | $9,006 | $6,644+35.6% | $8,070+11.6% | $4,296+109.6% |
| Admin fee / account holder | $1,496 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |