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 | $62,716 | $115,770-45.8% | $101,248-38.1% | $158,922-60.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.19% | 56.14%-42.0pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,691 | $4,175-11.6% | $3,660+0.9% | $4,761-22.5% |
| Participant deferral / active EE | $1,690 | $4,957-65.9% | $4,370-61.3% | $5,982-71.8% |
| Admin fee / account holder | $1,715 | $7,245-76.3% | $5,945-71.2% | $11,246-84.7% |