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 | $74,168 | $107,334-30.9% | $92,893-20.2% | $152,861-51.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.11% | 145.58%-132.5pp | 109.41%-96.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,036 | $4,221-51.8% | $3,653-44.3% | $4,762-57.2% |
| Participant deferral / active EE | $3,069 | $4,845-36.7% | $4,236-27.6% | $5,850-47.5% |
| Admin fee / account holder | $4,629 | $7,079-34.6% | $5,794-20.1% | $11,596-60.1% |