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 | $67,166 | $109,982-38.9% | $97,226-30.9% | $145,922-54.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.37% | 242.90%-233.5pp | 75.13%-65.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $7,542 | $3,084+144.6% | $2,729+176.4% | $4,660+61.9% |
| Participant deferral / active EE | $4,097 | $4,676-12.4% | $4,264-3.9% | $6,688-38.7% |
| Admin fee / account holder | $12,233 | $6,221+96.7% | $5,654+116.4% | $13,397-8.7% |