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 | $69,622 | $144,119-51.7% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.03% | 531.15%-512.1pp | 335.08%-316.0pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,071 | $4,896-57.7% | $3,786-45.3% | $4,876-57.5% |
| Participant deferral / active EE | $4,682 | $5,316-11.9% | $4,482+4.5% | $5,439-13.9% |
| Admin fee / account holder | $56,206 | $10,886+416.3% | $8,020+600.8% | $10,885+416.4% |