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 | $64,608 | $105,998-39.0% | $92,233-30.0% | $147,584-56.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.85% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,542 | $4,333-41.3% | $3,679-30.9% | $4,876-47.9% |
| Participant deferral / active EE | $3,910 | $4,478-12.7% | $3,897+0.3% | $5,439-28.1% |
| Admin fee / account holder | $457 | $6,332-92.8% | $5,194-91.2% | $10,885-95.8% |