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 | $84,605 | $108,919-22.3% | $100,391-15.7% | $145,922-42.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.95% | 57.88%-38.9pp | 49.20%-30.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,397 | $4,419-23.1% | $3,942-13.8% | $4,660-27.1% |
| Participant deferral / active EE | $2,287 | $8,445-72.9% | $8,082-71.7% | $6,688-65.8% |
| Admin fee / account holder | $525 | $9,689-94.6% | $7,899-93.4% | $13,397-96.1% |