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 | $86,923 | $104,907-17.1% | $84,611+2.7% | $152,861-43.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.72% | 373.79%-357.1pp | 258.74%-242.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,464 | $3,302-25.4% | $2,652-7.1% | $4,762-48.3% |
| Participant deferral / active EE | $13,950 | $4,688+197.6% | $3,899+257.8% | $5,850+138.5% |
| Admin fee / account holder | $4,202 | $6,241-32.7% | $4,912-14.5% | $11,596-63.8% |