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 | $65,147 | $115,770-43.7% | $101,248-35.7% | $158,922-59.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 56.14%-44.3pp | 46.47%-34.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $4,045 | $4,175-3.1% | $3,660+10.5% | $4,761-15.0% |
| Participant deferral / active EE | $7,049 | $4,957+42.2% | $4,370+61.3% | $5,982+17.8% |
| Admin fee / account holder | $15,672 | $7,245+116.3% | $5,945+163.6% | $11,246+39.4% |