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 | $79,352 | $157,256-49.5% | $141,162-43.8% | $152,861-48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.18% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $7,163 | $5,261+36.2% | $4,735+51.3% | $4,762+50.4% |
| Participant deferral / active EE | $4,936 | $7,109-30.6% | $6,709-26.4% | $5,850-15.6% |
| Admin fee / account holder | $4,558 | $12,120-62.4% | $10,261-55.6% | $11,596-60.7% |