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 | $64,624 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.34% | 64.32%-35.0pp | 71.39%-42.0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,541 | $5,261-32.7% | $4,735-25.2% | $4,762-25.6% |
| Participant deferral / active EE | $6,839 | $7,109-3.8% | $6,709+1.9% | $5,850+16.9% |
| Admin fee / account holder | $687 | $12,120-94.3% | $10,261-93.3% | $11,596-94.1% |