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 7-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 | $82,061 | $112,096-26.8% | $95,952-14.5% | $158,922-48.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.21% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $4,852 | $3,198+51.7% | $2,541+90.9% | $4,761+1.9% |
| Participant deferral / active EE | $15,715 | $4,784+228.5% | $4,167+277.1% | $5,982+162.7% |
| Admin fee / account holder | $680 | $10,130-93.3% | $6,795-90.0% | $11,246-94.0% |