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 | $68,691 | $165,984-58.6% | $164,813-58.3% | $145,922-52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.69% | 100.03%-80.3pp | 69.93%-50.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,610 | $5,273-50.5% | $4,341-39.9% | $4,660-44.0% |
| Participant deferral / active EE | $7,440 | $6,959+6.9% | $6,031+23.4% | $6,688+11.2% |
| Admin fee / account holder | $819 | $16,648-95.1% | $12,690-93.5% | $13,397-93.9% |