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 | $61,738 | $107,934-42.8% | $91,989-32.9% | $152,861-59.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.01% | 89.24%-66.2pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,648 | $4,210+10.4% | $3,452+34.6% | $4,762-2.4% |
| Participant deferral / active EE | $12,492 | $6,364+96.3% | $5,923+110.9% | $5,850+113.5% |
| Admin fee / account holder | $415 | $10,520-96.1% | $7,743-94.6% | $11,596-96.4% |