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 | $85,651 | $183,519-53.3% | $155,509-44.9% | $145,922-41.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.00% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,042 | $5,313-61.6% | $4,672-56.3% | $4,660-56.2% |
| Participant deferral / active EE | $5,825 | $6,462-9.9% | $5,626+3.5% | $6,688-12.9% |
| Admin fee / account holder | $9,942 | $19,313-48.5% | $15,912-37.5% | $13,397-25.8% |