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 | $69,164 | $106,890-35.3% | $84,015-17.7% | $152,861-54.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.12% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,068 | $2,734-24.4% | $1,983+4.3% | $4,762-56.6% |
| Participant deferral / active EE | $1,786 | $4,011-55.5% | $3,239-44.9% | $5,850-69.5% |
| Admin fee / account holder | $6,553 | $8,285-20.9% | $6,101+7.4% | $11,596-43.5% |