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 | $58,114 | $112,096-48.2% | $95,952-39.4% | $158,922-63.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.57% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,662 | $3,198+14.5% | $2,541+44.1% | $4,761-23.1% |
| Participant deferral / active EE | $5,703 | $4,784+19.2% | $4,167+36.9% | $5,982-4.7% |
| Admin fee / account holder | $458 | $10,130-95.5% | $6,795-93.3% | $11,246-95.9% |