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 | $72,617 | $115,770-37.3% | $101,248-28.3% | $158,922-54.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.97% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,680 | $4,175-35.8% | $3,660-26.8% | $4,761-43.7% |
| Participant deferral / active EE | $6,561 | $4,957+32.3% | $4,370+50.1% | $5,982+9.7% |
| Admin fee / account holder | $3,604 | $7,245-50.3% | $5,945-39.4% | $11,246-68.0% |