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 | $59,968 | $112,096-46.5% | $95,952-37.5% | $158,922-62.3% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 7.02% | 171.09%-164.1pp | 91.61%-84.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,694 | $3,198-47.0% | $2,541-33.3% | $4,761-64.4% |
| Participant deferral / active EE | $3,869 | $4,784-19.1% | $4,167-7.2% | $5,982-35.3% |
| Admin fee / account holder | $94,161 | $10,130+829.5% | $6,795+1285.7% | $11,246+737.3% |