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 | $63,167 | $102,966-38.7% | $90,281-30.0% | $152,861-58.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.83% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,446 | $3,139-22.1% | $2,854-14.3% | $4,762-48.6% |
| Participant deferral / active EE | $5,482 | $4,281+28.0% | $3,885+41.1% | $5,850-6.3% |
| Admin fee / account holder | $3,918 | $6,171-36.5% | $5,351-26.8% | $11,596-66.2% |