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 | $70,443 | $107,334-34.4% | $92,893-24.2% | $152,861-53.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.63% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,866 | $4,221-32.1% | $3,653-21.5% | $4,762-39.8% |
| Participant deferral / active EE | $6,922 | $4,845+42.9% | $4,236+63.4% | $5,850+18.3% |
| Admin fee / account holder | $1,093 | $7,079-84.6% | $5,794-81.1% | $11,596-90.6% |