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 | $78,212 | $150,187-47.9% | $120,354-35.0% | $145,922-46.4% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.01% | 154.07%-142.1pp | 107.15%-95.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,540 | $4,348+4.4% | $3,463+31.1% | $4,660-2.6% |
| Participant deferral / active EE | $3,610 | $6,173-41.5% | $4,991-27.7% | $6,688-46.0% |
| Admin fee / account holder | $850 | $12,207-93.0% | $9,423-91.0% | $13,397-93.7% |