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 | $77,688 | $116,175-33.1% | $93,606-17.0% | $152,861-49.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.88% | 35.96%-20.1pp | 32.76%-16.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,403 | $3,218+36.8% | $2,718+62.0% | $4,762-7.5% |
| Participant deferral / active EE | $7,289 | $4,603+58.3% | $4,069+79.1% | $5,850+24.6% |
| Admin fee / account holder | $625 | $10,748-94.2% | $7,888-92.1% | $11,596-94.6% |