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 | $60,678 | $176,377-65.6% | $134,143-54.8% | $158,922-61.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 32.90% | 63.63%-30.7pp | 36.33%-3.4pp | 302.83%-269.9pp |
| Employer contribution / active EE | $5,841 | $5,040+15.9% | $3,704+57.7% | $4,761+22.7% |
| Participant deferral / active EE | $2,504 | $4,091-38.8% | $3,499-28.4% | $5,982-58.1% |
| Admin fee / account holder | $1,064 | $8,718-87.8% | $6,684-84.1% | $11,246-90.5% |