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 | $59,365 | $94,752-37.3% | $112,887-47.4% | $139,434-57.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.71% | 40.88%-23.2pp | 34.10%-16.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,919 | $4,625-36.9% | $4,563-36.0% | $4,751-38.6% |
| Participant deferral / active EE | $7,328 | $6,512+12.5% | $6,513+12.5% | $6,710+9.2% |
| Admin fee / account holder | $9,637 | $8,527+13.0% | $7,047+36.8% | $11,403-15.5% |