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 | $60,992 | $115,770-47.3% | $101,248-39.8% | $158,922-61.6% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 12.23% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,358 | $4,175+4.4% | $3,660+19.1% | $4,761-8.5% |
| Participant deferral / active EE | $3,452 | $4,957-30.4% | $4,370-21.0% | $5,982-42.3% |
| Admin fee / account holder | $21,083 | $7,245+191.0% | $5,945+254.6% | $11,246+87.5% |