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 | $83,629 | $126,574-33.9% | $106,213-21.3% | $145,922-42.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.16% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,296 | $3,730-38.5% | $3,171-27.6% | $4,660-50.7% |
| Participant deferral / active EE | $4,458 | $5,724-22.1% | $5,016-11.1% | $6,688-33.3% |
| Admin fee / account holder | $1,435 | $17,304-91.7% | $11,033-87.0% | $13,397-89.3% |