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 | $87,430 | $165,984-47.3% | $164,813-47.0% | $145,922-40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.20% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,189 | $5,273-1.6% | $4,341+19.5% | $4,660+11.4% |
| Participant deferral / active EE | $12,867 | $6,959+84.9% | $6,031+113.3% | $6,688+92.4% |
| Admin fee / account holder | $1,337 | $16,648-92.0% | $12,690-89.5% | $13,397-90.0% |