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 | $74,938 | $106,890-29.9% | $84,015-10.8% | $152,861-51.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.87% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,489 | $2,734-9.0% | $1,983+25.5% | $4,762-47.7% |
| Participant deferral / active EE | $7,695 | $4,011+91.8% | $3,239+137.6% | $5,850+31.5% |
| Admin fee / account holder | $1,907 | $8,285-77.0% | $6,101-68.7% | $11,596-83.6% |