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 7-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 | $83,307 | $117,841-29.3% | $102,423-18.7% | $145,922-42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.95% | 31.65%-4.7pp | 29.32%-2.4pp | 561.29%-534.3pp |
| Employer contribution / active EE | $2,043 | $3,615-43.5% | $3,023-32.4% | $4,660-56.2% |
| Participant deferral / active EE | $15,467 | $5,731+169.9% | $5,053+206.1% | $6,688+131.3% |
| Admin fee / account holder | $974 | $13,326-92.7% | $9,451-89.7% | $13,397-92.7% |