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 | $94,778 | $102,317-7.4% | $146,958-35.5% | $80,856+17.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,005 | $3,713-46.0% | $4,933-59.4% | $2,755-27.2% |
| Participant deferral / active EE | $4,927 | $6,644-25.8% | $8,070-39.0% | $4,296+14.7% |
| Admin fee / account holder | $16,249 | $7,941+104.6% | $12,998+25.0% | $6,918+134.9% |