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 | $83,666 | $121,625-31.2% | $104,607-20.0% | $158,922-47.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.93% | 465.26%-451.3pp | 340.46%-326.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,203 | $3,163-30.3% | $2,681-17.8% | $4,761-53.7% |
| Participant deferral / active EE | $3,748 | $4,177-10.3% | $3,740+0.2% | $5,982-37.4% |
| Admin fee / account holder | $4,797 | $7,787-38.4% | $6,473-25.9% | $11,246-57.3% |