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 | $71,689 | $115,770-38.1% | $101,248-29.2% | $158,922-54.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 56.14%-45.5pp | 46.47%-35.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,405 | $4,175-18.4% | $3,660-7.0% | $4,761-28.5% |
| Participant deferral / active EE | $6,110 | $4,957+23.3% | $4,370+39.8% | $5,982+2.1% |
| Admin fee / account holder | $26,760 | $7,245+269.4% | $5,945+350.1% | $11,246+138.0% |