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 | $68,389 | $183,519-62.7% | $155,509-56.0% | $145,922-53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.14% | 61.17%-16.0pp | 64.67%-19.5pp | 561.29%-516.1pp |
| Employer contribution / active EE | $1,050 | $5,313-80.2% | $4,672-77.5% | $4,660-77.5% |
| Participant deferral / active EE | $3,613 | $6,462-44.1% | $5,626-35.8% | $6,688-46.0% |
| Admin fee / account holder | $17,002 | $19,313-12.0% | $15,912+6.9% | $13,397+26.9% |