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 | $73,834 | $202,432-63.5% | $169,368-56.4% | $139,434-47.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.99% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,581 | $4,692-45.0% | $4,013-35.7% | $4,751-45.7% |
| Participant deferral / active EE | $2,886 | $6,938-58.4% | $6,221-53.6% | $6,710-57.0% |
| Admin fee / account holder | $1,192 | $10,708-88.9% | $9,003-86.8% | $11,403-89.5% |