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 | $68,322 | $102,966-33.6% | $90,281-24.3% | $152,861-55.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.68% | 95.16%-80.5pp | 78.10%-63.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $5,154 | $3,139+64.2% | $2,854+80.6% | $4,762+8.2% |
| Participant deferral / active EE | $2,410 | $4,281-43.7% | $3,885-38.0% | $5,850-58.8% |
| Admin fee / account holder | $4,451 | $6,171-27.9% | $5,351-16.8% | $11,596-61.6% |