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 | $60,594 | $152,587-60.3% | $125,175-51.6% | $152,861-60.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.72% | 54.84%-28.1pp | 43.79%-17.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,377 | $4,946-31.7% | $3,865-12.6% | $4,762-29.1% |
| Participant deferral / active EE | $11,288 | $5,868+92.4% | $4,937+128.7% | $5,850+93.0% |
| Admin fee / account holder | $2,173 | $13,434-83.8% | $9,702-77.6% | $11,596-81.3% |