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 | $71,300 | $85,202-16.3% | $172,739-58.7% | $72,985-2.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.60% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,388 | $3,324+1.9% | $5,143-34.1% | $2,440+38.9% |
| Participant deferral / active EE | $3,395 | $3,260+4.1% | $5,198-34.7% | $3,607-5.9% |
| Admin fee / account holder | $3,663 | $5,884-37.7% | $13,954-73.7% | $5,124-28.5% |