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 | $60,223 | $177,572-66.1% | $154,803-61.1% | $142,382-57.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,903 | $4,810-60.4% | $4,305-55.8% | $4,299-55.7% |
| Participant deferral / active EE | $4,109 | $6,272-34.5% | $5,540-25.8% | $6,507-36.9% |
| Admin fee / account holder | $2,973 | $16,786-82.3% | $14,329-79.2% | $12,624-76.4% |