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 | $98,971 | $157,256-37.1% | $141,162-29.9% | $152,861-35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.69% | 64.32%-34.6pp | 71.39%-41.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $3,259 | $5,261-38.0% | $4,735-31.2% | $4,762-31.6% |
| Participant deferral / active EE | $12,828 | $7,109+80.4% | $6,709+91.2% | $5,850+119.3% |
| Admin fee / account holder | $1,136 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |