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 | $81,369 | $157,256-48.3% | $141,162-42.4% | $152,861-46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,201 | $5,261-20.2% | $4,735-11.3% | $4,762-11.8% |
| Participant deferral / active EE | $9,768 | $7,109+37.4% | $6,709+45.6% | $5,850+67.0% |
| Admin fee / account holder | $607 | $12,120-95.0% | $10,261-94.1% | $11,596-94.8% |