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 | $68,971 | $157,256-56.1% | $141,162-51.1% | $152,861-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.26% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,456 | $5,261-34.3% | $4,735-27.0% | $4,762-27.4% |
| Participant deferral / active EE | $9,119 | $7,109+28.3% | $6,709+35.9% | $5,850+55.9% |
| Admin fee / account holder | $3,968 | $12,120-67.3% | $10,261-61.3% | $11,596-65.8% |