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 | $60,228 | $102,547-41.3% | $78,210-23.0% | $147,584-59.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.03% | 51.08%-34.0pp | 40.90%-23.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,543 | $2,617+35.4% | $2,034+74.2% | $4,876-27.3% |
| Participant deferral / active EE | $2,178 | $3,481-37.4% | $2,823-22.8% | $5,439-59.9% |
| Admin fee / account holder | $1,088 | $5,059-78.5% | $3,758-71.0% | $10,885-90.0% |