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 | $71,807 | $165,912-56.7% | $122,332-41.3% | $147,584-51.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 34.55%-22.9pp | 30.27%-18.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,786 | $5,754-34.2% | $4,050-6.5% | $4,876-22.4% |
| Participant deferral / active EE | $9,885 | $4,005+146.8% | $3,287+200.7% | $5,439+81.7% |
| Admin fee / account holder | $471 | $7,424-93.7% | $5,478-91.4% | $10,885-95.7% |