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 9-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 | $80,173 | $157,256-49.0% | $141,162-43.2% | $152,861-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.95% | 64.32%-47.4pp | 71.39%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,750 | $5,261-66.7% | $4,735-63.0% | $4,762-63.3% |
| Participant deferral / active EE | $25,000 | $7,109+251.6% | $6,709+272.6% | $5,850+327.3% |
| Admin fee / account holder | $929 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |