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 | $81,983 | $148,534-44.8% | $135,903-39.7% | $139,434-41.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.00% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,113 | $5,243-21.6% | $4,856-15.3% | $4,751-13.4% |
| Participant deferral / active EE | $14,631 | $8,100+80.6% | $7,758+88.6% | $6,710+118.0% |
| Admin fee / account holder | $22,867 | $12,400+84.4% | $10,762+112.5% | $11,403+100.5% |