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 | $73,448 | $99,652-26.3% | $78,778-6.8% | $147,584-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.66% | 47.28%-37.6pp | 35.62%-26.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,067 | $2,796-26.1% | $1,986+4.1% | $4,876-57.6% |
| Participant deferral / active EE | $6,225 | $3,664+69.9% | $2,958+110.4% | $5,439+14.5% |
| Admin fee / account holder | $6,700 | $7,155-6.4% | $5,134+30.5% | $10,885-38.4% |