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 | $88,355 | $118,849-25.7% | $96,562-8.5% | $167,490-47.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,003 | $3,120-35.8% | $2,356-15.0% | $4,837-58.6% |
| Participant deferral / active EE | $8,110 | $4,616+75.7% | $3,849+110.7% | $6,341+27.9% |
| Admin fee / account holder | $1,998 | $8,065-75.2% | $6,181-67.7% | $12,309-83.8% |