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 | $71,234 | $112,881-36.9% | $90,951-21.7% | $158,922-55.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.92% | 215.79%-196.9pp | 134.60%-115.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,120 | $2,893-26.7% | $2,122-0.1% | $4,761-55.5% |
| Participant deferral / active EE | $1,866 | $4,128-54.8% | $3,373-44.7% | $5,982-68.8% |
| Admin fee / account holder | $10,677 | $8,041+32.8% | $5,959+79.2% | $11,246-5.1% |