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 | $56,071 | $96,635-42.0% | $86,612-35.3% | $139,434-59.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.86% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,604 | $3,263+10.4% | $3,022+19.2% | $4,751-24.1% |
| Participant deferral / active EE | $6,918 | $4,836+43.1% | $4,438+55.9% | $6,710+3.1% |
| Admin fee / account holder | $962 | $6,408-85.0% | $5,614-82.9% | $11,403-91.6% |