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 | $65,790 | $105,998-37.9% | $92,233-28.7% | $147,584-55.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.06% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,505 | $4,333-65.3% | $3,679-59.1% | $4,876-69.1% |
| Participant deferral / active EE | $3,360 | $4,478-25.0% | $3,897-13.8% | $5,439-38.2% |
| Admin fee / account holder | $868 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |