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 6-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 | $89,108 | $176,377-49.5% | $134,143-33.6% | $158,922-43.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.05% | 63.63%-48.6pp | 36.33%-21.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,809 | $5,040-44.3% | $3,704-24.2% | $4,761-41.0% |
| Participant deferral / active EE | $6,299 | $4,091+54.0% | $3,499+80.0% | $5,982+5.3% |
| Admin fee / account holder | $1,008 | $8,718-88.4% | $6,684-84.9% | $11,246-91.0% |