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 | $57,677 | $60,124-4.1% | $90,404-36.2% | $79,858-27.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.91% | 71.94%-59.0pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,975 | $2,068-4.5% | $3,262-39.5% | $2,471-20.1% |
| Participant deferral / active EE | $1,678 | $2,938-42.9% | $3,963-57.7% | $3,740-55.1% |
| Admin fee / account holder | $537 | $3,976-86.5% | $5,611-90.4% | $5,306-89.9% |