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 | $68,218 | $89,753-24.0% | $107,525-36.6% | $84,808-19.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.08% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,963 | $3,113+27.3% | $3,754+5.6% | $2,631+50.6% |
| Participant deferral / active EE | $4,940 | $4,056+21.8% | $5,116-3.4% | $4,212+17.3% |
| Admin fee / account holder | $17,620 | $7,222+144.0% | $8,919+97.6% | $7,344+139.9% |