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 | $67,292 | $165,984-59.5% | $164,813-59.2% | $145,922-53.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.23% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $6,301 | $5,273+19.5% | $4,341+45.1% | $4,660+35.2% |
| Participant deferral / active EE | $4,436 | $6,959-36.3% | $6,031-26.4% | $6,688-33.7% |
| Admin fee / account holder | $6,237 | $16,648-62.5% | $12,690-50.9% | $13,397-53.4% |