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 | $62,976 | $96,635-34.8% | $86,612-27.3% | $139,434-54.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.19% | 106.41%-84.2pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,665 | $3,263-49.0% | $3,022-44.9% | $4,751-65.0% |
| Participant deferral / active EE | $2,037 | $4,836-57.9% | $4,438-54.1% | $6,710-69.6% |
| Admin fee / account holder | $3,874 | $6,408-39.5% | $5,614-31.0% | $11,403-66.0% |