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 | $70,212 | $133,922-47.6% | $116,228-39.6% | $142,382-50.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.84% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,149 | $3,446+107.5% | $2,994+138.7% | $4,299+66.3% |
| Participant deferral / active EE | $3,540 | $5,672-37.6% | $4,953-28.5% | $6,507-45.6% |
| Admin fee / account holder | $46,488 | $14,945+211.1% | $11,989+287.8% | $12,624+268.3% |