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 | $80,639 | $159,901-49.6% | $146,958-45.1% | $145,922-44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,878 | $5,286-26.6% | $4,933-21.4% | $4,660-16.8% |
| Participant deferral / active EE | $12,294 | $8,428+45.9% | $8,070+52.3% | $6,688+83.8% |
| Admin fee / account holder | $371 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |