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 | $68,819 | $64,839+6.1% | $95,585-28.0% | $84,808-18.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 22.18% | -670.96%+693.1pp | 38.56%-16.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,232 | $1,759+83.7% | $2,527+27.9% | $2,631+22.8% |
| Participant deferral / active EE | $6,655 | $2,965+124.5% | $4,023+65.4% | $4,212+58.0% |
| Admin fee / account holder | $3,944 | $5,964-33.9% | $6,127-35.6% | $7,344-46.3% |