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 | $68,855 | $104,907-34.4% | $84,611-18.6% | $152,861-55.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.35% | 373.79%-356.4pp | 258.74%-241.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,187 | $3,302-64.0% | $2,652-55.2% | $4,762-75.1% |
| Participant deferral / active EE | $1,093 | $4,688-76.7% | $3,899-72.0% | $5,850-81.3% |
| Admin fee / account holder | $28,884 | $6,241+362.8% | $4,912+488.0% | $11,596+149.1% |