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 | $82,969 | $157,256-47.2% | $141,162-41.2% | $152,861-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.09% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,061 | $5,261+15.2% | $4,735+28.0% | $4,762+27.3% |
| Participant deferral / active EE | $16,740 | $7,109+135.5% | $6,709+149.5% | $5,850+186.2% |
| Admin fee / account holder | $667 | $12,120-94.5% | $10,261-93.5% | $11,596-94.3% |