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 | $63,264 | $183,519-65.5% | $155,509-59.3% | $145,922-56.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,099 | $5,313-60.5% | $4,672-55.1% | $4,660-54.9% |
| Participant deferral / active EE | $4,235 | $6,462-34.5% | $5,626-24.7% | $6,688-36.7% |
| Admin fee / account holder | $422 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |