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 | $78,917 | $77,419+1.9% | $69,455+13.6% | $152,861-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.91% | 39.06%-12.1pp | 28.97%-2.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,926 | $3,315-11.7% | $2,779+5.3% | $4,762-38.6% |
| Participant deferral / active EE | $4,242 | $4,414-3.9% | $3,535+20.0% | $5,850-27.5% |
| Admin fee / account holder | $376 | $6,207-93.9% | $3,839-90.2% | $11,596-96.8% |