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 | $69,026 | $81,632-15.4% | $70,449-2.0% | $158,922-56.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.64% | 208.40%-192.8pp | 109.03%-93.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $657 | $3,217-79.6% | $2,737-76.0% | $4,761-86.2% |
| Participant deferral / active EE | $6,485 | $4,554+42.4% | $3,709+74.9% | $5,982+8.4% |
| Admin fee / account holder | $408 | $6,193-93.4% | $3,845-89.4% | $11,246-96.4% |