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 | $73,536 | $95,971-23.4% | $74,550-1.4% | $135,375-45.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.27% | 56.96%-46.7pp | 32.53%-22.3pp | 519.73%-509.5pp |
| Employer contribution / active EE | $702 | $2,716-74.2% | $1,961-64.2% | $4,779-85.3% |
| Participant deferral / active EE | $4,568 | $3,843+18.8% | $3,108+47.0% | $5,609-18.6% |
| Admin fee / account holder | $720 | $6,522-89.0% | $5,060-85.8% | $10,827-93.4% |