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 | $71,790 | $81,208-11.6% | $98,907-27.4% | $79,858-10.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.69% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,727 | $1,960-11.9% | $2,689-35.8% | $2,471-30.1% |
| Participant deferral / active EE | $2,278 | $3,265-30.2% | $4,244-46.3% | $3,740-39.1% |
| Admin fee / account holder | $7,354 | $6,013+22.3% | $6,642+10.7% | $5,306+38.6% |