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 3-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 | $82,756 | $99,918-17.2% | $81,382+1.7% | $145,922-43.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.72% | 34.32%-15.6pp | 24.73%-6.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $19,985 | $2,978+571.2% | $2,463+711.5% | $4,660+328.9% |
| Participant deferral / active EE | $9,692 | $4,605+110.5% | $3,883+149.6% | $6,688+44.9% |
| Admin fee / account holder | $667 | $8,212-91.9% | $5,768-88.4% | $13,397-95.0% |