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 | $66,960 | $107,334-37.6% | $92,893-27.9% | $152,861-56.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.20% | 145.58%-130.4pp | 109.41%-94.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,502 | $4,221+6.7% | $3,653+23.3% | $4,762-5.5% |
| Participant deferral / active EE | $12,354 | $4,845+155.0% | $4,236+191.6% | $5,850+111.2% |
| Admin fee / account holder | $4,692 | $7,079-33.7% | $5,794-19.0% | $11,596-59.5% |