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 | $79,930 | $102,966-22.4% | $90,281-11.5% | $152,861-47.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.91% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,661 | $3,139-15.2% | $2,854-6.8% | $4,762-44.1% |
| Participant deferral / active EE | $2,124 | $4,281-50.4% | $3,885-45.3% | $5,850-63.7% |
| Admin fee / account holder | $388 | $6,171-93.7% | $5,351-92.8% | $11,596-96.7% |