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 | $75,048 | $157,256-52.3% | $141,162-46.8% | $152,861-50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.20% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $11,447 | $5,261+117.6% | $4,735+141.8% | $4,762+140.4% |
| Participant deferral / active EE | $5,810 | $7,109-18.3% | $6,709-13.4% | $5,850-0.7% |
| Admin fee / account holder | $612 | $12,120-95.0% | $10,261-94.0% | $11,596-94.7% |