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 | $60,162 | $91,190-34.0% | $178,490-66.3% | $79,858-24.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,877 | $3,256-11.6% | $5,011-42.6% | $2,471+16.4% |
| Participant deferral / active EE | $4,153 | $3,236+28.3% | $5,202-20.2% | $3,740+11.0% |
| Admin fee / account holder | $4,596 | $6,751-31.9% | $13,984-67.1% | $5,306-13.4% |