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 | $92,789 | $157,256-41.0% | $141,162-34.3% | $152,861-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.02% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $4,545 | $5,261-13.6% | $4,735-4.0% | $4,762-4.6% |
| Participant deferral / active EE | $6,088 | $7,109-14.4% | $6,709-9.2% | $5,850+4.1% |
| Admin fee / account holder | $2,438 | $12,120-79.9% | $10,261-76.2% | $11,596-79.0% |