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 6-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 | $81,258 | $108,919-25.4% | $100,391-19.1% | $145,922-44.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 57.88%-42.0pp | 49.20%-33.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $11,613 | $4,419+162.8% | $3,942+194.6% | $4,660+149.2% |
| Participant deferral / active EE | $26,276 | $8,445+211.2% | $8,082+225.1% | $6,688+292.9% |
| Admin fee / account holder | $961 | $9,689-90.1% | $7,899-87.8% | $13,397-92.8% |