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 | $78,476 | $124,319-36.9% | $111,297-29.5% | $167,490-53.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.04% | 37.44%-24.4pp | 54.65%-41.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,448 | $3,435-28.7% | $2,731-10.4% | $4,837-49.4% |
| Participant deferral / active EE | $4,896 | $5,180-5.5% | $4,487+9.1% | $6,341-22.8% |
| Admin fee / account holder | $1,121 | $10,618-89.4% | $7,964-85.9% | $12,309-90.9% |