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 | $63,955 | $96,635-33.8% | $86,612-26.2% | $139,434-54.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.84% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,526 | $3,263+8.0% | $3,022+16.6% | $4,751-25.8% |
| Participant deferral / active EE | $5,217 | $4,836+7.9% | $4,438+17.6% | $6,710-22.3% |
| Admin fee / account holder | $2,770 | $6,408-56.8% | $5,614-50.7% | $11,403-75.7% |