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 | $67,601 | $95,416-29.2% | $185,823-63.6% | $85,850-21.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.31% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,727 | $3,314-47.9% | $5,167-66.6% | $2,565-32.7% |
| Participant deferral / active EE | $4,062 | $3,423+18.6% | $5,568-27.0% | $3,952+2.8% |
| Admin fee / account holder | $4,766 | $7,213-33.9% | $16,237-70.7% | $6,260-23.9% |