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 | $70,592 | $102,966-31.4% | $90,281-21.8% | $152,861-53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.29% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,307 | $3,139+5.4% | $2,854+15.9% | $4,762-30.6% |
| Participant deferral / active EE | $3,946 | $4,281-7.8% | $3,885+1.6% | $5,850-32.5% |
| Admin fee / account holder | $539 | $6,171-91.3% | $5,351-89.9% | $11,596-95.4% |