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 | $80,014 | $115,770-30.9% | $101,248-21.0% | $158,922-49.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.86% | 56.14%-33.3pp | 46.47%-23.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,815 | $4,175-56.5% | $3,660-50.4% | $4,761-61.9% |
| Participant deferral / active EE | $8,672 | $4,957+74.9% | $4,370+98.4% | $5,982+45.0% |
| Admin fee / account holder | $24,233 | $7,245+234.5% | $5,945+307.6% | $11,246+115.5% |