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 | $60,111 | $102,966-41.6% | $90,281-33.4% | $152,861-60.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.12% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,333 | $3,139+38.1% | $2,854+51.8% | $4,762-9.0% |
| Participant deferral / active EE | $7,320 | $4,281+71.0% | $3,885+88.4% | $5,850+25.1% |
| Admin fee / account holder | $5,052 | $6,171-18.1% | $5,351-5.6% | $11,596-56.4% |