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 | $68,548 | $99,020-30.8% | $86,590-20.8% | $147,584-53.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.04% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,940 | $3,132-38.1% | $2,839-31.7% | $4,876-60.2% |
| Participant deferral / active EE | $4,705 | $3,972+18.4% | $3,609+30.4% | $5,439-13.5% |
| Admin fee / account holder | $1,356 | $5,710-76.3% | $4,906-72.4% | $10,885-87.5% |