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 7-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 | $89,781 | $99,877-10.1% | $84,966+5.7% | $145,922-38.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $16,879 | $3,231+422.4% | $2,727+519.0% | $4,660+262.2% |
| Participant deferral / active EE | $6,581 | $5,291+24.4% | $4,519+45.6% | $6,688-1.6% |
| Admin fee / account holder | $3,003 | $7,248-58.6% | $6,149-51.2% | $13,397-77.6% |