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 | $61,630 | $102,966-40.1% | $90,281-31.7% | $152,861-59.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 17.03% | 95.16%-78.1pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,635 | $3,139-16.1% | $2,854-7.7% | $4,762-44.7% |
| Participant deferral / active EE | $4,743 | $4,281+10.8% | $3,885+22.1% | $5,850-18.9% |
| Admin fee / account holder | $49,806 | $6,171+707.1% | $5,351+830.7% | $11,596+329.5% |