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 | $84,691 | $176,056-51.9% | $159,436-46.9% | $167,490-49.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,657 | $5,297-12.1% | $4,829-3.6% | $4,837-3.7% |
| Participant deferral / active EE | $9,175 | $7,750+18.4% | $7,352+24.8% | $6,341+44.7% |
| Admin fee / account holder | $4,266 | $12,554-66.0% | $10,799-60.5% | $12,309-65.3% |