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 | $79,295 | $123,909-36.0% | $69,647+13.9% | $145,922-45.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 190.55%-177.6pp | 100.48%-87.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $8,976 | $2,682+234.7% | $1,712+424.1% | $4,660+92.6% |
| Participant deferral / active EE | $2,897 | $4,236-31.6% | $2,886+0.4% | $6,688-56.7% |
| Admin fee / account holder | $9,131 | $7,863+16.1% | $4,713+93.8% | $13,397-31.8% |