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 | $83,041 | $157,256-47.2% | $141,162-41.2% | $152,861-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.53% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $11,367 | $5,261+116.1% | $4,735+140.1% | $4,762+138.7% |
| Participant deferral / active EE | $10,493 | $7,109+47.6% | $6,709+56.4% | $5,850+79.4% |
| Admin fee / account holder | $8,508 | $12,120-29.8% | $10,261-17.1% | $11,596-26.6% |