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 | $66,894 | $85,766-22.0% | $136,294-50.9% | $70,131-4.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.87% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,639 | $2,966-11.0% | $4,695-43.8% | $2,342+12.7% |
| Participant deferral / active EE | $6,372 | $5,051+26.2% | $6,247+2.0% | $3,332+91.3% |
| Admin fee / account holder | $12,951 | $5,420+138.9% | $9,243+40.1% | $4,645+178.8% |