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 | $72,908 | $126,574-42.4% | $106,213-31.4% | $145,922-50.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.46% | 224.79%-215.3pp | 116.14%-106.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,222 | $3,730-40.4% | $3,171-29.9% | $4,660-52.3% |
| Participant deferral / active EE | $7,645 | $5,724+33.6% | $5,016+52.4% | $6,688+14.3% |
| Admin fee / account holder | $137,602 | $17,304+695.2% | $11,033+1147.2% | $13,397+927.1% |