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 | $63,466 | $114,381-44.5% | $107,525-41.0% | $142,382-55.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.43% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,445 | $4,015-39.1% | $3,754-34.8% | $4,299-43.1% |
| Participant deferral / active EE | $7,808 | $5,564+40.3% | $5,116+52.6% | $6,507+20.0% |
| Admin fee / account holder | $3,715 | $9,860-62.3% | $8,919-58.3% | $12,624-70.6% |