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 | $81,735 | $176,377-53.7% | $134,143-39.1% | $158,922-48.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.68% | 63.63%-44.9pp | 36.33%-17.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,830 | $5,040-4.2% | $3,704+30.4% | $4,761+1.4% |
| Participant deferral / active EE | $2,438 | $4,091-40.4% | $3,499-30.3% | $5,982-59.3% |
| Admin fee / account holder | $883 | $8,718-89.9% | $6,684-86.8% | $11,246-92.1% |