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 | $65,939 | $183,519-64.1% | $155,509-57.6% | $145,922-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,743 | $5,313-48.4% | $4,672-41.3% | $4,660-41.1% |
| Participant deferral / active EE | $4,860 | $6,462-24.8% | $5,626-13.6% | $6,688-27.3% |
| Admin fee / account holder | $1,661 | $19,313-91.4% | $15,912-89.6% | $13,397-87.6% |