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 | $65,350 | $157,256-58.4% | $141,162-53.7% | $152,861-57.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.06% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,300 | $5,261-56.3% | $4,735-51.4% | $4,762-51.7% |
| Participant deferral / active EE | $4,257 | $7,109-40.1% | $6,709-36.5% | $5,850-27.2% |
| Admin fee / account holder | $45,851 | $12,120+278.3% | $10,261+346.8% | $11,596+295.4% |