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 | $74,813 | $115,770-35.4% | $101,248-26.1% | $158,922-52.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.94% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,661 | $4,175-60.2% | $3,660-54.6% | $4,761-65.1% |
| Participant deferral / active EE | $6,637 | $4,957+33.9% | $4,370+51.9% | $5,982+11.0% |
| Admin fee / account holder | $72,575 | $7,245+901.7% | $5,945+1120.7% | $11,246+545.4% |