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 | $70,868 | $112,881-37.2% | $90,951-22.1% | $158,922-55.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.82% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,817 | $2,893-2.6% | $2,122+32.7% | $4,761-40.8% |
| Participant deferral / active EE | $7,636 | $4,128+85.0% | $3,373+126.4% | $5,982+27.6% |
| Admin fee / account holder | $2,832 | $8,041-64.8% | $5,959-52.5% | $11,246-74.8% |