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 | $77,959 | $107,334-27.4% | $92,893-16.1% | $152,861-49.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.82% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,145 | $4,221-49.2% | $3,653-41.3% | $4,762-55.0% |
| Participant deferral / active EE | $9,287 | $4,845+91.7% | $4,236+119.2% | $5,850+58.7% |
| Admin fee / account holder | $644 | $7,079-90.9% | $5,794-88.9% | $11,596-94.4% |