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 | $62,443 | $106,890-41.6% | $84,015-25.7% | $152,861-59.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.58% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,738 | $2,734-36.4% | $1,983-12.4% | $4,762-63.5% |
| Participant deferral / active EE | $6,431 | $4,011+60.3% | $3,239+98.6% | $5,850+9.9% |
| Admin fee / account holder | $24,654 | $8,285+197.6% | $6,101+304.1% | $11,596+112.6% |