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 | $67,429 | $157,256-57.1% | $141,162-52.2% | $152,861-55.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,615 | $5,261-50.3% | $4,735-44.8% | $4,762-45.1% |
| Participant deferral / active EE | $5,658 | $7,109-20.4% | $6,709-15.7% | $5,850-3.3% |
| Admin fee / account holder | $30,785 | $12,120+154.0% | $10,261+200.0% | $11,596+165.5% |