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 | $59,026 | $100,041-41.0% | $149,718-60.6% | $70,131-15.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.05% | 27.43%-5.4pp | 1501.63%-1479.6pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,924 | $3,662-20.1% | $5,445-46.3% | $2,342+24.8% |
| Participant deferral / active EE | $5,967 | $4,983+19.8% | $6,569-9.2% | $3,332+79.1% |
| Admin fee / account holder | $2,360 | $8,286-71.5% | $11,283-79.1% | $4,645-49.2% |