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 | $62,844 | $133,922-53.1% | $116,228-45.9% | $142,382-55.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.72% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,037 | $3,446-11.8% | $2,994+1.4% | $4,299-29.4% |
| Participant deferral / active EE | $1,951 | $5,672-65.6% | $4,953-60.6% | $6,507-70.0% |
| Admin fee / account holder | $5,661 | $14,945-62.1% | $11,989-52.8% | $12,624-55.2% |