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 | $78,969 | $114,381-31.0% | $107,525-26.6% | $142,382-44.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.49% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $11,002 | $4,015+174.1% | $3,754+193.1% | $4,299+155.9% |
| Participant deferral / active EE | $2,023 | $5,564-63.6% | $5,116-60.4% | $6,507-68.9% |
| Admin fee / account holder | $3,369 | $9,860-65.8% | $8,919-62.2% | $12,624-73.3% |