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 | $83,802 | $95,416-12.2% | $185,823-54.9% | $85,850-2.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.67% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,752 | $3,314-47.1% | $5,167-66.1% | $2,565-31.7% |
| Participant deferral / active EE | $2,903 | $3,423-15.2% | $5,568-47.9% | $3,952-26.5% |
| Admin fee / account holder | $634 | $7,213-91.2% | $16,237-96.1% | $6,260-89.9% |