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 | $68,380 | $159,901-57.2% | $146,958-53.5% | $145,922-53.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,705 | $5,286-48.8% | $4,933-45.2% | $4,660-41.9% |
| Participant deferral / active EE | $7,953 | $8,428-5.6% | $8,070-1.4% | $6,688+18.9% |
| Admin fee / account holder | $4,257 | $15,044-71.7% | $12,998-67.2% | $13,397-68.2% |