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 | $68,015 | $104,664-35.0% | $85,682-20.6% | $167,490-59.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.17% | 21.45%-0.3pp | 21.49%-0.3pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,320 | $3,337-60.5% | $2,618-49.6% | $4,837-72.7% |
| Participant deferral / active EE | $10,660 | $4,824+121.0% | $3,923+171.8% | $6,341+68.1% |
| Admin fee / account holder | $440 | $10,032-95.6% | $6,873-93.6% | $12,309-96.4% |