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 | $68,989 | $99,918-31.0% | $81,382-15.2% | $145,922-52.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.07% | 34.32%-26.2pp | 24.73%-16.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,388 | $2,978-19.8% | $2,463-3.0% | $4,660-48.7% |
| Participant deferral / active EE | $7,882 | $4,605+71.2% | $3,883+103.0% | $6,688+17.9% |
| Admin fee / account holder | $25,144 | $8,212+206.2% | $5,768+335.9% | $13,397+87.7% |