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 | $65,787 | $106,584-38.3% | $101,326-35.1% | $142,382-53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 56.05% | 36.93%+19.1pp | 36.82%+19.2pp | 217.08%-161.0pp |
| Employer contribution / active EE | $14,105 | $3,956+256.6% | $3,665+284.8% | $4,299+228.1% |
| Participant deferral / active EE | $4,409 | $8,297-46.9% | $7,994-44.8% | $6,507-32.2% |
| Admin fee / account holder | $75,715 | $11,446+561.5% | $11,185+576.9% | $12,624+499.8% |