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 | $74,186 | $117,841-37.0% | $102,423-27.6% | $145,922-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.86% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,840 | $3,615+33.9% | $3,023+60.1% | $4,660+3.9% |
| Participant deferral / active EE | $11,786 | $5,731+105.7% | $5,053+133.2% | $6,688+76.2% |
| Admin fee / account holder | $888 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |