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 | $78,731 | $183,519-57.1% | $155,509-49.4% | $145,922-46.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.08% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,570 | $5,313-32.8% | $4,672-23.6% | $4,660-23.4% |
| Participant deferral / active EE | $9,136 | $6,462+41.4% | $5,626+62.4% | $6,688+36.6% |
| Admin fee / account holder | $22,349 | $19,313+15.7% | $15,912+40.5% | $13,397+66.8% |