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 | $79,200 | $133,922-40.9% | $116,228-31.9% | $142,382-44.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.93% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,362 | $3,446-60.5% | $2,994-54.5% | $4,299-68.3% |
| Participant deferral / active EE | $4,222 | $5,672-25.6% | $4,953-14.8% | $6,507-35.1% |
| Admin fee / account holder | $19,220 | $14,945+28.6% | $11,989+60.3% | $12,624+52.3% |