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 | $74,705 | $99,877-25.2% | $84,966-12.1% | $145,922-48.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 83.76%-74.4pp | 66.38%-57.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,303 | $3,231+64.1% | $2,727+94.5% | $4,660+13.8% |
| Participant deferral / active EE | $5,392 | $5,291+1.9% | $4,519+19.3% | $6,688-19.4% |
| Admin fee / account holder | $16,986 | $7,248+134.4% | $6,149+176.3% | $13,397+26.8% |