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 | $79,747 | $107,334-25.7% | $92,893-14.2% | $152,861-47.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.24% | 145.58%-133.3pp | 109.41%-97.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $3,254 | $4,221-22.9% | $3,653-10.9% | $4,762-31.7% |
| Participant deferral / active EE | $3,656 | $4,845-24.5% | $4,236-13.7% | $5,850-37.5% |
| Admin fee / account holder | $14,907 | $7,079+110.6% | $5,794+157.3% | $11,596+28.6% |