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 | $82,815 | $126,574-34.6% | $106,213-22.0% | $145,922-43.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.59% | 224.79%-212.2pp | 116.14%-103.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,748 | $3,730-26.3% | $3,171-13.4% | $4,660-41.0% |
| Participant deferral / active EE | $5,174 | $5,724-9.6% | $5,016+3.2% | $6,688-22.6% |
| Admin fee / account holder | $3,871 | $17,304-77.6% | $11,033-64.9% | $13,397-71.1% |