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 | $74,799 | $124,281-39.8% | $109,143-31.5% | $167,490-55.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.48% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,540 | $4,207-39.6% | $3,722-31.8% | $4,837-47.5% |
| Participant deferral / active EE | $6,569 | $5,255+25.0% | $4,653+41.2% | $6,341+3.6% |
| Admin fee / account holder | $315 | $7,970-96.1% | $6,752-95.3% | $12,309-97.4% |