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 | $61,832 | $157,256-60.7% | $141,162-56.2% | $152,861-59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.33% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,990 | $5,261-43.2% | $4,735-36.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,356 | $7,109-24.7% | $6,709-20.2% | $5,850-8.5% |
| Admin fee / account holder | $13,478 | $12,120+11.2% | $10,261+31.3% | $11,596+16.2% |