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 | $67,458 | $226,064-70.2% | $182,532-63.0% | $152,861-55.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.76% | 192.51%-183.7pp | 148.54%-139.8pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,043 | $4,978-59.0% | $4,076-49.9% | $4,762-57.1% |
| Participant deferral / active EE | $2,253 | $6,368-64.6% | $5,524-59.2% | $5,850-61.5% |
| Admin fee / account holder | $474 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |