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 | $65,063 | $78,694-17.3% | $67,652-3.8% | $125,391-48.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 8.00% | 9.46%-1.5pp | 6625.04%-6617.0pp | 282.22%-274.2pp |
| Employer contribution / active EE | $12,003 | $3,044+294.4% | $2,266+429.8% | $4,866+146.7% |
| Participant deferral / active EE | $14,833 | $4,292+245.6% | $3,560+316.7% | $5,352+177.2% |
| Admin fee / account holder | $3,215 | $7,403-56.6% | $4,821-33.3% | $9,540-66.3% |