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 | $62,356 | $96,635-35.5% | $86,612-28.0% | $139,434-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.96% | 106.41%-79.5pp | 591.07%-564.1pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,625 | $3,263-19.5% | $3,022-13.1% | $4,751-44.7% |
| Participant deferral / active EE | $5,583 | $4,836+15.4% | $4,438+25.8% | $6,710-16.8% |
| Admin fee / account holder | $21,024 | $6,408+228.1% | $5,614+274.5% | $11,403+84.4% |