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 | $68,659 | $126,574-45.8% | $106,213-35.4% | $145,922-52.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.36% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,911 | $3,730-22.0% | $3,171-8.2% | $4,660-37.5% |
| Participant deferral / active EE | $6,087 | $5,724+6.4% | $5,016+21.4% | $6,688-9.0% |
| Admin fee / account holder | $3,986 | $17,304-77.0% | $11,033-63.9% | $13,397-70.2% |