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 | $67,083 | $152,587-56.0% | $125,175-46.4% | $152,861-56.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.03% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,325 | $4,946-12.6% | $3,865+11.9% | $4,762-9.2% |
| Participant deferral / active EE | $9,216 | $5,868+57.1% | $4,937+86.7% | $5,850+57.5% |
| Admin fee / account holder | $23,257 | $13,434+73.1% | $9,702+139.7% | $11,596+100.6% |