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 | $82,267 | $175,202-53.0% | $149,673-45.0% | $139,434-41.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,384 | $5,474-56.4% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $8,047 | $6,519+23.5% | $5,680+41.7% | $6,710+19.9% |
| Admin fee / account holder | $570 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |