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 | $61,173 | $107,934-43.3% | $91,989-33.5% | $152,861-60.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 29.57% | 89.24%-59.7pp | 69.02%-39.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $2,431 | $4,210-42.3% | $3,452-29.6% | $4,762-49.0% |
| Participant deferral / active EE | $9,208 | $6,364+44.7% | $5,923+55.5% | $5,850+57.4% |
| Admin fee / account holder | $1,739 | $10,520-83.5% | $7,743-77.5% | $11,596-85.0% |