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 | $73,577 | $98,240-25.1% | $82,313-10.6% | $147,584-50.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.62% | 30.85%-16.2pp | 25.88%-11.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,304 | $3,192-27.8% | $2,428-5.1% | $4,876-52.7% |
| Participant deferral / active EE | $9,946 | $4,383+126.9% | $3,706+168.4% | $5,439+82.9% |
| Admin fee / account holder | $1,572 | $8,563-81.6% | $5,608-72.0% | $10,885-85.6% |