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 9-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 | $83,381 | $108,919-23.4% | $100,391-16.9% | $145,922-42.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.76% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,357 | $4,419+89.1% | $3,942+112.0% | $4,660+79.3% |
| Participant deferral / active EE | $15,792 | $8,445+87.0% | $8,082+95.4% | $6,688+136.1% |
| Admin fee / account holder | $10,814 | $9,689+11.6% | $7,899+36.9% | $13,397-19.3% |