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 | $64,308 | $102,966-37.5% | $90,281-28.8% | $152,861-57.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 11.49% | 95.16%-83.7pp | 78.10%-66.6pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,278 | $3,139-27.4% | $2,854-20.2% | $4,762-52.2% |
| Participant deferral / active EE | $1,469 | $4,281-65.7% | $3,885-62.2% | $5,850-74.9% |
| Admin fee / account holder | $12,636 | $6,171+104.8% | $5,351+136.1% | $11,596+9.0% |