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 | $55,884 | $183,519-69.5% | $155,509-64.1% | $145,922-61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.27% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,716 | $5,313-48.9% | $4,672-41.9% | $4,660-41.7% |
| Participant deferral / active EE | $9,790 | $6,462+51.5% | $5,626+74.0% | $6,688+46.4% |
| Admin fee / account holder | $2,300 | $19,313-88.1% | $15,912-85.5% | $13,397-82.8% |