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 | $73,729 | $133,922-44.9% | $116,228-36.6% | $142,382-48.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.64% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,976 | $3,446-42.6% | $2,994-34.0% | $4,299-54.0% |
| Participant deferral / active EE | $4,177 | $5,672-26.4% | $4,953-15.7% | $6,507-35.8% |
| Admin fee / account holder | $3,078 | $14,945-79.4% | $11,989-74.3% | $12,624-75.6% |