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 | $73,017 | $217,402-66.4% | $185,823-60.7% | $167,490-56.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.93% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,765 | $5,873-70.0% | $5,167-65.8% | $4,837-63.5% |
| Participant deferral / active EE | $4,391 | $6,356-30.9% | $5,568-21.1% | $6,341-30.8% |
| Admin fee / account holder | $27,331 | $19,811+38.0% | $16,237+68.3% | $12,309+122.0% |