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 | $65,359 | $118,849-45.0% | $96,562-32.3% | $167,490-61.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.81% | 50.49%-31.7pp | 37.78%-19.0pp | 478.56%-459.7pp |
| Employer contribution / active EE | $565 | $3,120-81.9% | $2,356-76.0% | $4,837-88.3% |
| Participant deferral / active EE | $9,335 | $4,616+102.2% | $3,849+142.5% | $6,341+47.2% |
| Admin fee / account holder | $1,437 | $8,065-82.2% | $6,181-76.8% | $12,309-88.3% |