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 | $81,663 | $107,334-23.9% | $92,893-12.1% | $152,861-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.48% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $12,712 | $4,221+201.2% | $3,653+248.0% | $4,762+166.9% |
| Participant deferral / active EE | $7,141 | $4,845+47.4% | $4,236+68.6% | $5,850+22.1% |
| Admin fee / account holder | $534 | $7,079-92.5% | $5,794-90.8% | $11,596-95.4% |