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 | $62,651 | $106,890-41.4% | $84,015-25.4% | $152,861-59.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 61.95% | 104.99%-43.0pp | 71.31%-9.4pp | 345.32%-283.4pp |
| Employer contribution / active EE | $1,404 | $2,734-48.6% | $1,983-29.2% | $4,762-70.5% |
| Participant deferral / active EE | $1,629 | $4,011-59.4% | $3,239-49.7% | $5,850-72.2% |
| Admin fee / account holder | $3,651 | $8,285-55.9% | $6,101-40.2% | $11,596-68.5% |