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 9-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 | $89,093 | $111,724-20.3% | $93,606-4.8% | $145,922-38.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,526 | $3,090-18.2% | $2,420+4.4% | $4,660-45.8% |
| Participant deferral / active EE | $3,813 | $4,912-22.4% | $4,411-13.6% | $6,688-43.0% |
| Admin fee / account holder | $1,157 | $10,250-88.7% | $8,285-86.0% | $13,397-91.4% |