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 | $73,058 | $81,208-10.0% | $98,907-26.1% | $79,858-8.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.68% | 60.99%-46.3pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,270 | $1,960-35.2% | $2,689-52.8% | $2,471-48.6% |
| Participant deferral / active EE | $2,738 | $3,265-16.1% | $4,244-35.5% | $3,740-26.8% |
| Admin fee / account holder | $392 | $6,013-93.5% | $6,642-94.1% | $5,306-92.6% |